Elm Wealth

CRD 167225 · Philadelphia, PA · $3.0B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 167225
SEC number: 801-78018
Firm type: RIA
Assets under management: $3.0B as of Mar 29, 2026
Website: twitter.com/elmpartners?lang=en ↗
Phone: (888) 676-3148
Address: 50 S 16th St., Philadelphia, PA, 19102

Advisors at this firm

7 in our index · page 1 of 1

Francisco AgrestCRD 8183875 · Philadelphia, PA

IA Registered
Jerry Arch BellCRD 6090415 · Philadelphia, PA

IA Registered
Michael Edward FothergillCRD 6829411 · Philadelphia, PA

IA Registered
Victor John HaghaniCRD 1356309 · Wilson, WY

IA Registered
Brandon LabbeCRD 7890414 · Philadelphia, PA

IA Registered
Nolan Henry LenaghanCRD 7754397 · Philadelphia, PA

IA Registered
James Woodson WhiteCRD 4875996 · Philadelphia, PA

IA Registered

Source & corrections

Where this page comes from

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