ELMWOOD WEALTH MANAGEMENT

Legal name: ELMWOOD WEALTH MANAGEMENT, INC.

CRD 165639File 801-110782

APPROVED

Retail clients

Filing as of May 14, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$477.9M

Above cohort median (national)

Discretionary AUM

$465.2M

Non-discretionary $12.7M

Clients

206

676 accounts

Employees

Below cohort median in CA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: SFRO
Registration date: Jul 10, 2017
Principal office: 2027 FOURTH STREET, SUITE 203, BERKELEY, CA, 94710-1912
Phone: 510-858-2722
Website: HTTPS://PLUS.GOOGLE.COM/U/1/104458805727951234029

Assets & accounts

ADV Item 5F

Total regulatory AUM: $477.9M
Discretionary AUM: $465.2M
Non-discretionary AUM: $12.7M
Discretionary accounts: 645
Non-discretionary accounts: 31
Total accounts: 676
AUM per client: $2.3M

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	127	$432.6M
Banking or thrift institutions	Fewer than 5	$3.4M
Individuals (other than high net worth individuals)	77	$29.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 17, 2026	Clients	210	206
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.