Elmwood Wealth Management, Inc.

Overview

Elmwood Wealth Management, Inc. provides financial planning, portfolio management, and tax and estate services. It serves individuals, high-net-worth individuals, and banks. Its services combine in-house expertise with outside professional relationships to provide family office support. The firm is registered with the SEC as an investment adviser and reported $477.9M in regulatory assets under management on its latest Form ADV. Its reported client types include individuals, high net worth individuals and banks/thrifts.

Services

• Financial planning
• Portfolio management
• Tax and estate services
• Selecting other advisers

Advisory services reported on Form ADV (Item 5.G)

• Financial planning
• Portfolio management (individuals/small business)
• Selecting other advisers

Location

See more firms in California.

Sources and last checked

• SEC Investment Adviser Public Disclosure, Form ADV (CRD 165639), filed 05/14/2026: adviserinfo.sec.gov. SEC monthly adviser data, September 2026.
• Family Office Club research database, 2026 edition

Last checked October 21, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.