Elmwood Wealth Management is an SEC registered investment adviser organized as a corporation with a primary office location in Berkeley, CA. Its latest Form ADV filing, dated March 13, 2026, reports $478M in regulatory assets under management, 6 employees, and 676 accounts.
Assets Under Management
$478M
Employees
6
Offices
--
Total Clients
210
Primary office
BERKELEY, CA
2027 FOURTH STREET, SUITE 203, BERKELEY, CA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 60.5% of total clients.
Top client categories% of clientsClients
1
HNWI
60.5%
127
2
Individuals
36.7%
77
3
EMPLOYEE ACCOUNTS
1.9%
4
4
Banks
1.0%
2
Categories with <5 clients
Banking or thrift institutions<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$478Mas of March 13, 2026
Discretionary97.3%
$465M
97% of total RAUM97.3%
Non-discretionary2.7%
$13M
3% of total RAUM2.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$478M
Total Accounts676
10Y AUM Change+$265M (+124.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee35:1
10Y Employee Change+2 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.