Elmwood Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$477,926,836
Total clients
204
62% high-net worth
Total advisors
3
of 6 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
68
Average account size
$2,342,779
About
Elmwood Wealth Management works with individual clients (including high-net-worth and non-HNW households), trusts, estates, donor-advised funds, foundations, conservatorships, IRAs, 529 plans and retirement plans. The firm provides discretionary and non-discretionary asset management and comprehensive financial planning services, including cash-flow and retirement planning, tax coordination, and estate planning support.
The firm describes a total-return investment philosophy implemented through an open-architecture approach: Full‑Service portfolios are actively managed with a mix of individual stocks and ETFs, the Core offering is ETF‑based, and fixed‑income strategies use diversified maturities and a mix of individual bonds and bond ETFs. Investment decisions are made by a team and integrated with financial plans; Elmwood also evaluates private placements for suitable, typically accredited, clients and targets diversified equity portfolios of roughly 40–50 positions with an average holding period near three years.
Elmwood’s brochure highlights several operational features that distinguish it from many peers, including use of a third‑party platform (Pontera) to view and rebalance “held‑away” retirement accounts, a paid partnership for coordinated tax services, and client portals with scenario modeling and push notifications. The firm also discloses referral relationships and the use of endorsements in its marketing materials—an uncommon practice among supported firms—and manages approximately $478 million across three advisors and about 204 client relationships.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$0 - $2,000,000: 1.00% annually (Full-Service Offering) $2,000,001 - $5,000,000: 0.80% annually (Full-Service Offering) $5,000,001 - $10,000,000: 0.50% annually (Full-Service Offering) $10,000,000+: Subject to negotiation (Full-Service Offering) $0 - $2,000,000: 0.75% annually (Core Service Offering, Year 1) $2,000,001 - $5,000,000: 0.60% annually (Core Service Offering, Year 1) $5,000,001+: 0.40% annually (Core Service Offering, Year 1) $0 - $2,000,000: 0.75% annually (Core Service Offering, Year 2 and forward) $2,000,001 - $5,000,000: 0.60% annually (Core Service Offering, Year 2 and forward) $5,000,001+: 0.40% annually (Core Service Offering, Year 2 and forward)
$225/hour (Professional Adviser); $95/hour (Staff); applicable for additional financial planning and scheduled meetings beyond first year Core Service Offering
Account minimum: $1,000,000 Minimum fee: Full-Service: $10,000 annually; Core Service: $7,500 annually; Fixed Income: $2,500 annually Fee-only: Comprehensive one-time financial plan: $3,000-$5,000; Hourly rates: $225/hour for professional adviser, $95/hour for staff
Main office location
Elmwood Wealth Management
2027 Fourth Street, Suite 203
Berkeley CA 94710-1912, United States
Number of offices
1
Most active in
California · New Hampshire · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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