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| Elmwood Wealth Management Inc
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|---|---|
| CRD # | 165639 |
| SEC # | 801-110782 |
| CIK # | 0001731927 |
| AUM | 477.9 M (2026-05-14) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 510-858-2722 |
| Address | 2027 Fourth Street Berkeley, CA 94710-1912 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Callaway Golf Co | 0.0 | ||
| Apple Inc | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 77 | 29.2 |
| (b) Individuals (high net worth individuals) | 127 | 432.6 |
| (c) Banking or thrift institutions | 2 | 3.4 |
| (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 | 4 | 12.7 |
| Total | 676 | 477.9 |
| By Discretionary | ||
| Discretionary | 645 | 465.2 |
| Non-Discretionary | 31 | 12.7 |
| Total | 676 | 477.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.4 | |
| United States Persons | 473.6 | |
| Total | 676 | 477.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001731927] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1 (1 non-US) |
| Serves | Institutional, Retail |
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|---|---|---|
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Match Grade Advisors LLC
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Meredith Wealth Planning LLC
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Joule Financial LLC
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IDB LIDO Wealth LLC
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Great Oak Capital Partners LLC
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|
Midatlantic Capital Management Inc
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|
RFG Holdings Inc
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|
MBM Wealth Consultants LLC
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MO | 476.7 M |