ELM Wealth
Firm details
- Headquarters
- Philadelphia, Pennsylvania
- CRD number
- 167225
- Registered since
- May 14, 2013
- Website
- elmwealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC., J.P. MORGAN SECURITIES INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI67.25%
- Investment Companies16.63%
- Pooled Investment Vehicles12.68%
- Individuals2.38%
- Charitable Organizations0.92%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
ELM Wealth operates as an SEC-registered limited liability company that has been advising clients since 2013. Its client roster spans individuals and families as well as institutional investors. The firm provides financial planning and discretionary portfolio management across individual/small business accounts, investment companies, and pooled investment vehicles. Fee arrangements combine percentage-of-AUM billing with fixed fees. ELM Wealth does not identify as an active ESG investor and is not structured as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds94%
- Exchange Traded Equities5%
- Cash & Cash Equivalents1%
Owners & executives
2 of 2
Victor Haghani
Founder & CIOCRD 1356309
James White
CEOCRD 4875996
Contacts
3 of 5
Nolan Lenaghan
AssociateCRD 7754397
Brandon Labbe
ControllerCRD 7890414
Jerry Bell
PartnerCRD 6090415
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 109Active vs passive
$2.8B in ETFs
81%
$2.3B
<1%
$524M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $432M | 1,166,423 | 15.48% |
Location
Philadelphia, PA
Philadelphia
Location
Philadelphia, PA
Headquartered in Philadelphia, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Philadelphia
- Address
- 50 S 16th St
- Time zone
- ET (UTC-5)
- Office locations
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