Elmwood Wealth Management Inc
Legal Name: ELMWOOD WEALTH MANAGEMENT, INC.
Full Contact Details
Elmwood Wealth Management Inc
2027 FOURTH STREET, SUITE 203, BERKELEY, CA
510-858-2722
510-323-7500
Other Info
Elmwood Wealth Management Inc, also known as ELMWOOD WEALTH MANAGEMENT, INC., is a Delaware-based firm with three employees, two of which serve in advisory roles. Despite its size, they have been approved by the U.S Securities and Exchange Commission (SEC) and have successfully served eight clients. Their SEC approval was granted on July 10th, 2017.
Elmwood Wealth Management
We work as a team to service every client and the more you are able to use our services, we feel the better fit you will be as an Elmwood client.
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Direct Owners
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ROBERT CHRISTOPHER GILLOOLY
CEO owns more than 50% but less than 75%
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SHANNON STACY LEMON
COO/CCO owns more than 50% but less than 75%