Network·Family Office
📍 BERKELEY, CA
SEC CRD #801-110782
Elmwood Wealth Management | Fee-Only Advisor in Berkeley, CA — Elmwood Wealth Management Our Firm Services Fees FAQ Insights Contact Client Login Elmwood Wealth Management Personal Service in Wealth Management Meet The Team Mission Statement Our goal is to be your first point of contact for all your personal finance needs. We work as a team to service every client, and the more you are able to use our services, we feel the better fit you will be as an Elmwood client. Explore Our Services Financial Planning Learn More Investment Management Learn More Tax Services Learn More Estate Planning Learn More Want To Take The Next Step? Read up on our Services to see if we're a good fit Our Services
SHANNON LEMON
CCO
📞 (510) 858-2722
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AUM
$478M
Check Size
$300M–$300M
Location
BERKELEY, CA
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