Elmwood Wealth Management

Wealth Management Firm in Berkeley, CA

Firm Info
Address: 2027 Fourth St, Berkeley, CA 94710, USA
Phone: (510) 858-2723

Firm Size
Assets Under Management: $266 million
# of Advisors: 2
# of Clients: 566
Client to Advisor Ratio: 283:1
Average Account Size: $470,011
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)
  • Other

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Elmwood Wealth Management Overview

Elmwood Wealth Management is a Fee Only registered investment advisory firm that provides investment advice to individuals and small businesses. Based in Berkeley, California, the firm has been in business since 2017. Elmwood Wealth Management specializes in financial planning and portfolio management, using innovative approaches that strive to help their clients achieve their financial goals. As a Fee Only firm, Elmwood Wealth Management is dedicated to putting their clients' interests first. They do not earn commissions on any investment products they recommend. Instead, their fees are based solely on the value of their clients' assets, so their advice is completely impartial and objective. The team at Elmwood Wealth Management is experienced and highly skilled in providing quality financial advice. They take a personal approach to their work, getting to know their clients on a personal level, so they can provide customized financial advice that fits each client's unique needs. Their investment management services are designed to be flexible, so they can adjust to changing circumstances as needed. With Elmwood Wealth Management, clients can rest assured that they are in good hands.

ELMWOOD WEALTH MANAGEMENT serves a diverse range of clients, including both individuals and high net worth individuals. This elite financial firm is equipped to provide personalized services and tailored advice to clients from all walks of life. Whether the client needs assistance managing their daily expenses or wishes to delve into investments and wealth planning, ELMWOOD WEALTH MANAGEMENT can help. This reputable advisory firm has the experience and expertise to serve clients from a variety of backgrounds, ages, and life stages. When it comes to fee structures, ELMWOOD WEALTH MANAGEMENT offers multiple options depending on the level of service provided to the client. The first option is to charge a percentage of assets under management (AUM). This fee structure is often used for investment management services and is calculated based on the percentage of assets that the firm is managing on a client's behalf. The second option is an hourly billing rate, which is based on an agreed-upon hourly rate for the service provided. The third option is a fixed fee, which is typically used for more comprehensive or ongoing services. Finally, ELMWOOD WEALTH MANAGEMENT also offers other types of fees, such as project-based fees or retainer fees. These various fee structures ensure that clients can choose the payment option that best aligns with their financial goals and budget constraints.

Typical Clients, Fee Structures & Investment Minimum

According to ELMWOOD WEALTH MANAGEMENT's Part 2 Brochure, there is no mention of an investment minimum.

How This Office Can Help Berkeley, CA Residents

Elmwood Wealth Management is a boutique wealth management firm that provides personalized financial planning and investment management services to clients in Berkeley, CA. The firm's team of experienced advisors works closely with each client to understand their unique financial situation and develop a customized plan that helps them achieve their financial goals. Residents of Berkeley, CA face a number of financial challenges, ranging from high cost of living to volatile markets. Elmwood Wealth Management assists clients in Berkeley in navigating these challenges by providing expert guidance on investment strategies, tax planning, retirement planning, estate planning, risk management, and more. The firm's advisors stay up-to-date on the latest market trends and economic developments in order to provide clients with timely advice and investment recommendations. With Elmwood Wealth Management, clients in Berkeley can rest assured that their financial future is in capable hands.

To view the Minimum Investment and Fee Schedule for Elmwood Wealth Management, visit their Part 2 Brochure.

Services Offered by Elmwood Wealth Management

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Elmwood Wealth Management most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Other
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 2027 Fourth St, Berkeley, CA 94710, USA
Phone (510) 858-2723
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 2027 FOURTH STREET, SUITE 203, BERKELEY, CA 94710-1912, United States

This firm has no other locations.

State Registrations

Elmwood Wealth Management is registered to service clients in the following states:

  • California
  • New Hampshire

Disciplinary History

Elmwood Wealth Management does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

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