$3.0B Total AUM
$3.0B Disc. AUM
25.7% 3Y CAGR
8 Employees
658 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Interactive Brokers · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-14-2013
- Office Locations
- 2
Office Locations
50 S 16th St. Suite 1700 Philadelphia PA
-- Wilson WY
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.
Team overview
37 AVG AGE
$431.2M AVG AUM / ADVISOR
$4.6M AVG AUM / CLIENT
4 yrs AVG TENURE
8 Employees
7 Advisory Reps
7 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
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Client Personas
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CRM
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Custodian
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Fund Managers
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Investment Themes
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Services
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Technology
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Owner & Executives
J
JERRY ARCH BELL II
CHIEF REVENUE OFFICER
- CRD
- #6090415
- Ownership
- Less than 5%
Available
Available
Available
VICTOR JOHN HAGHANI
Managing Director
- CRD
- #1356309
- Ownership
- Less than 5%
Available
Available
Available
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F
Francisco Agrest
--
- CRD
- #8183875
Available
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Michael Edward Fothergill
--
- CRD
- #6829411
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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