← Directory
ELM WEALTH
Legal name: ELM PARTNERS MANAGEMENT LLC
CRD 167225File 801-78018
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 29, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$3.02B
Top 25% of cohort (national)
Discretionary AUM
$3.02B
Clients
655
905 accounts
Employees
8
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
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 |
|---|---|---|---|
| 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.