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ELM WEALTH

PHILADELPHIA, PA · CRD 167225 · IAPD ↗ · (888) 676-3148

$3.02BRegulatory AUM
7Advisory reps
9Employees
3Clients
1-10Planning clients
2Private funds
28States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — ELM WEALTH notice-filed in MD, OH, UT, VT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
69
April 2026 — ELM WEALTH reported RAUM up 49% ($2.02B -> $3.02B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
53
January 2026 — ELM WEALTH notice-filed in AZ, GA, NV, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
72
January 2026 — ELM WEALTH grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
April 2025 — ELM WEALTH notice-filed in DE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
66
April 2025 — ELM WEALTH reported RAUM up 34% ($1.50B -> $2.02B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
72
April 2025 — ELM WEALTH grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
51
February 2025 — ELM WEALTH notice-filed in DC, MI, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
January 2025 — ELM PARTNERS MANAGEMENT LLC is now doing business as ELM WEALTH.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
47
September 2024 — ELM PARTNERS MANAGEMENT LLC notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.