Where are Elmwood Wealth Management, Inc. employees located globally?

Elmwood Wealth Management, Inc. has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Elmwood Wealth Management, Inc.'s team size changed over time?

Elmwood Wealth Management, Inc.'s team has grown from approximately 3 to 4 employees based on available data.

Learn more at LeadIQ.com

Elmwood Wealth Management, Inc. Employee Directory

Investment ManagementCalifornia, United States2-10 Employees

Elmwood Wealth Management, Inc. is an investment management firm based in Berkeley, California. It offers an all-inclusive approach to wealth management, integrating financial planning, portfolio management, and tax and estate services to help clients preserve and grow their wealth. The firm emphasizes frequent communication and translates clients' goals into a customized financial plan, delivering a family-office style experience through in-house expertise and strategic alliances.

Elmwood employs an open-architecture investment philosophy, considering a broad range of opportunities and constructing tailored solutions for each client's planning, portfolio, and tax and estate needs. In December 2025, the firm announced the launch of Plus and Premier services, expanding its offerings to include tax preparation at an appropriate level.

Elmwood Wealth Management, Inc. Global Highlights

North America
9

United States Of America
9

Europe
2

United Kingdom Of Great Britain And Northern Ireland
2

Elmwood Wealth Management, Inc.'s Leadership

K. H.
Wealth Management Associate
Mobile Phone
Email
J. M.
Mobile Phone
Email

Elmwood Wealth Management, Inc. Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Elmwood Wealth Management, Inc.

Name

Title

Contact Info

Location

Last Update

K. H.
Wealth Management Associate
Mobile Phone
Email
Jun 28, 2026
J. M.
Mobile Phone
Email
Oct 21, 2022

Frequently Asked Questions

What is Elmwood Wealth Management, Inc. known for?

Elmwood Wealth Management, Inc. was founded in 2012 operates in the Investment Management industry; you can contact the main corporate office by phone at

+1-510-323-****

. Explore Elmwood Wealth Management, Inc.'s company overview page for more information.

What is Elmwood Wealth Management, Inc.'s most common email format?

Elmwood Wealth Management, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Elmwood Wealth Management, Inc. email formats with LeadIQ.

How many employees does Elmwood Wealth Management, Inc. have currently?

Elmwood Wealth Management, Inc. has approximately 5 employees as of August 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Elmwood Wealth Management, Inc.'s key employees and leadership?

As of August 2026, Elmwood Wealth Management, Inc.'s key employees include:

Wealth Management Associate: K. H.
: J. M.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

Elmwood Wealth Management, Inc. Employee Directory

Find Elmwood Wealth Management, Inc. employees' phone numbers or email addresses

Name search is limited — try advanced search instead