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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Interactive Brokers · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-14-2013
- Office Locations
- 2
Office Locations
About ELM Wealth
Elm Wealth is a research-driven wealth manager and ETF sponsor serving retail and institutional investors. Its Dynamic Index Investing® uses a transparent, rules-based framework to shift allocations across highly liquid, low-cost index ETFs as expected returns and risk change, aiming for globally diversified, cost- and tax-efficient portfolios. Led by founder/CIO Victor Haghani, a cofounding partner of LTCM.
Reported data analysis
What the numbers show
Between December 18, 2025 and March 29, 2026, reported AUM increased 49.5%, from $2.0B to $3.0B.
Across 5 reported observations, AUM increased 131.3% between July 25, 2022 and March 29, 2026, from $1.3B to $3.0B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 7 advisory representatives and 658 clients, or 94 clients per representative. That equates to $4.6M in reported AUM per client.
The profile lists 2 reported office locations and 13 years in operation. The source data was last updated on September 3, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Custodian
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- Industry Interests
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Owner & Executives
JERRY ARCH BELL II
CHIEF REVENUE OFFICER
- CRD
- #6090415
- Ownership
- Less than 5%
VICTOR JOHN HAGHANI
Managing Director
- CRD
- #1356309
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Francisco Agrest
Distribution & Partnerships
- CRD
- #8183875
Michael Edward Fothergill
Portfolio Manager
- CRD
- #6829411
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,018,199,851 | $3,335,027 |
| Non-Discretionary | $0 | -- |
| Total | $3,018,199,851 | $3,335,027 |
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Separately Managed Accounts
SMA allocation detail is available
ELM Wealth has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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ELM Wealth's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.