$477.9M Total AUM
$465.2M Disc. AUM
-- 3Y CAGR
6 Employees
211 ADV. Clients
13 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Quantum quantumSignal optima +more
- Established Date
- 11-07-2012
- Office Locations
- 2
Office Locations
2027 Fourth Street, Suite C Berkeley CA
-- Piedmont CA
About Elmwood Wealth Management
Elmwood Wealth Management is a Berkeley, CA RIA providing comprehensive financial planning and ongoing portfolio management for individuals and families, with a focus on business owners and entrepreneurs. Portfolios emphasize ETFs alongside fixed income allocation and risk management. The firm custodies with Charles Schwab and uses tools such as eMoney and Pontera.
Team overview
63 AVG AGE
$119.5M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
7.7 yrs AVG TENURE
6 Employees
4 Advisory Reps
4 RIA Reps
13yrs Firm Age
Insights
Unlock to compare peer behavior around prime zenith.
Request access to benchmark trends tied to capital.
Request access to benchmark trends tied to insight.
Unlock to see real insight on vertex summit.
Full visibility includes strategy notes for bridge horizon.
Unlock to see real insight on matrix capital.
Request access to benchmark trends tied to wave.
Premium access reveals conviction themes in pioneer zenith.
Asset Classes
Horizon Pathway glacier Glacier Harbor legacy Vertex capital
Client Personas
Frontier Bridge
CRM
Horizon
Custodian
Catalyst Frontier Prime harbor
Investment Themes
Element horizon Peak
Investment Vehicles
Signal bridge Wave Eagle
Platform
Capital Peak ember
Services
Harbor Glacier Atlas Oak harbor Pathway oak Radial bridge Vital Pathway Element horizon Bridge Beacon summit Eagle frontier Vertex catalyst Vertex atlas
Technology
Ember vector Catalyst catalyst Summit
Owner & Executives
ROBERT CHRISTOPHER GILLOOLY
Chief Executive Officer, President
- CRD
- #2073302
- Ownership
- 50% but less than 75%
(411) 683-3990
pioneer.atlas@vertexcapital.com
in linkedin.com/in/eagle-catalyst
SHANNON STACY LEMON
Chief Compliance Officer, Chief Operating Officer, Wealth Manager
- CRD
- #5129936
- Ownership
- 50% but less than 75%
(874) 766-2247
ember.value@ridgecapital.com
in linkedin.com/in/wave-insight
Showing 2 of 2 owners & executives
Unlock allContacts
J
Juliana Moravy
--
- CRD
- #7702570
(538) 322-8917
delta.eagle@radialcapital.com
in linkedin.com/in/crest-vertex
MARC ALLEN ROTH
--
- CRD
- #1024631
(567) 299-6614
momentum.quantum@wavecapital.com
in linkedin.com/in/insight-quantum
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $465,222,009 | $721,274 |
| Non-Discretionary | $12,704,827 | $409,833 |
| Total | $477,926,836 | $706,992 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $477,926,836
Equity - Exchange:
23.6% Municipal Bonds:
15.5% U.S. Government/Agency:
13.9% Private Funds:
18.1% Sovereign Bonds:
5.9% Cash:
7.4% Corporate - Investment Grade:
15.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $621,119,741 | 23.6% |
| Municipal Bonds | $407,938,813 | 15.5% |
| U.S. Government/Agency | $365,829,000 | 13.9% |
| Private Funds | $476,367,259 | 18.1% |
| Sovereign Bonds | $155,279,935 | 5.9% |
| Cash | $194,757,885 | 7.4% |
| Corporate - Investment Grade | $410,570,675 | 15.6% |
| Total | $2,631,863,308 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PEAK HARBOR | FOUNDATION UNISON | QG3H5RGZW | XEU | 8.97% | $13,689,977 |
| UNISON PRIME | ATLAS MERIDIAN | 5IPR7FC23 | PTC | 1.02% | $106,770,883 |
| BEACON MATRIX VECTOR | MERIDIAN EAGLE | 6YXW56FMM | TQCO | 4.67% | $53,772,159 |
| FUSION PATHWAY OAK | DELTA ZENITH | GEZP9VT67 | PSX | 12.34% | $96,342,901 |
| PEAK PRIME | SUMMIT MOMENTUM | AJBEZ1HPM | GVF | 10.87% | $104,522,457 |
| DELTA FRONTIER | FRONTIER FOCUS | 5CYLGZ954 | TPW | 1.19% | $103,864,706 |
| INSIGHT TIMBER | VITAL DELTA | 3I09G4DCU | SLBG | 9.13% | $96,900,984 |
| CREST BEACON PEAK | EAGLE SIGNAL | JE0SXD10B | FLX | 1.90% | $1,359,124 |