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⚲
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| Elmwood Wealth Management Inc
✚
|
|
|---|---|
| CRD # | 165639 |
| SEC # | 801-110782 |
| CIK # | 0001731927 |
| AUM | $241.0 MM (2023-03-28) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 510-858-2722 |
| Address | 2027 Fourth Street Berkeley, CA 94710-1912 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| CRBU | 0.3 | 0.0 | |
| AAPL | 2,382.8 | 0.0 | |
| UNH | 477.0 | 0.0 | |
| PEP | 226.8 | 0.0 | |
| COST | 207.6 | 0.0 | |
| NTLA | 3.9 | 0.0 | |
| MA | 309.6 | 0.0 | |
| AMZN | 1,093.0 | 0.0 | |
| MSFT | 1,918.2 | 0.0 | |
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 43 | 12.0 |
| (b) Individuals (high net worth individuals) | 114 | 228.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 596 | 241.0 |
| By Discretionary | ||
| Discretionary | 534 | 229.6 |
| Non-Discretionary | 62 | 11.4 |
| Total | 596 | 241.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 241.0 | |
| Total | 596 | 241.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001731927] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
RF&L Wealth Management LLC
✚
|
MA | 0.2 |
|
Transcendent Capital Group LLC
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|
OK | 0.2 |
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FSB Premier Wealth Management Inc
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IA | 0.2 |
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Jeffrey Jay Bogdanovich
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WA | 0.2 |
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FIG Wealth LLC
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CA | 0.2 |
|
Noble Wealth Management PBC
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CO | 0.2 |
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Congress Park Capital LLC
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|
NY | 0.2 |
|
Pure Portfolios Holdings LLC
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|
OR | 0.2 |
|
KURE Advisory LLC
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|
MN | 0.2 |
|
BCO Wealth Management LLC
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NM | 0.2 |