Elm Wealth
Philadelphia, PA·SEC-registered · CRD #167225
Elm Wealth is an SEC-registered investment advisory firm in Philadelphia, PA managing $3.0B across 905 client accounts, with 7 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$3.0B
Client accounts
905
Advisory staff
7
Fee model
Fee-based
How Elm Wealth is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Elm Wealth
How much does Elm Wealth manage?
Per its most recent SEC Form ADV filing (03/29/2026), Elm Wealth reports $3.0B in regulatory assets under management across roughly 905 client accounts.
How does Elm Wealth charge?
Elm Wealth is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Elm Wealth a fiduciary?
Yes. Elm Wealth is registered with the U.S. Securities and Exchange Commission (CRD #167225), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Elm Wealth taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Elm Wealth and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Philadelphia, PA
Profile compiled from Elm Wealth's public SEC Form ADV filing (CRD #167225, filed 03/29/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Elm Wealth. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Elm Wealth? Claim this profile.