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ELM WEALTH
Legal name: ELM PARTNERS MANAGEMENT LLC
CRD 167225File 801-78018
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Sep 3, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$3.02B
Top 25% of cohort (national)
Discretionary AUM
$3.02B
Clients
655
905 accounts
Employees
9
Top 25% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- May 14, 2013
- Principal office
- 50 S 16TH ST., FL 18 STE C, PHILADELPHIA, PA, 19102
- Phone
- (888) 676-3148
- Website
- https://www.elmfunds.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.02B
- Discretionary AUM
- $3.02B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 905
- Non-discretionary accounts
- 0
- Total accounts
- 905
- AUM per client
- $4.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $4.3M |
| Investment companies | 1 | $502.0M |
| Charitable organizations | Fewer than 5 | $27.8M |
| High net worth individuals | 537 | $2.03B |
| Pooled investment vehicles | 3 | $382.6M |
| Individuals (other than high net worth individuals) | 107 | $71.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11
- Q11C5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Sep 4, 2026 | Employees | 8 | 9 | increased by1 |
| Apr 1, 2026 | Clients | 505 | 655 | increased by150 |
| Apr 1, 2026 | AUM | $2,019,455,442 | $3,018,199,851 | increased by$998,744,409 |
| Apr 1, 2026 | Accounts | 712 | 905 | increased by193 |
| Jan 1, 2026 | Employees | 7 | 8 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 7 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 299 | 505 | increased by206 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,304,663,488 | $2,019,455,442 | increased by$714,791,954 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 330 | 712 | increased by382 |
| Apr 1, 2022 | Employees | 4 | 5 | increased by1 |
| Apr 1, 2022 | Clients | 256 | 299 | increased by43 |
| Apr 1, 2022 | AUM | $1,145,493,074 | $1,304,663,488 | increased by$159,170,414 |
| Apr 1, 2022 | Accounts | 274 | 330 | increased by56 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ELM WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ELM WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.