Elmwood Wealth Management is an investment advisor in Berkeley with $266.03 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
460994457
SEC advisor number
801-110782
FINRA CRD number
165639
AUM ?
$277.25 mm
(as of 8 Mar 24)
Accounts
638
(as of 8 Mar 24)
Employees
5
(4 investment advisory or research)
Address
Elmwood Wealth Management
2027 FOURTH STREET, SUITE 203
BERKELEY
CA 94710
2027 FOURTH STREET, SUITE 203
BERKELEY
CA 94710
Phone
510-858-2722
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
30 Jan 24
13F-HR
Quarterly holdings report by institutional manager
15 Nov 23
13F-HR
Quarterly holdings report by institutional manager
10 Aug 23
13F-HR
Quarterly holdings report by institutional manager
28 Apr 23
13F-HR
Quarterly holdings report by institutional manager
25 Jan 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
12 Jul 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22
13F-HR
Quarterly holdings report by institutional manager
8 Feb 22
13F-HR
Quarterly holdings report by institutional manager
13 Aug 21