Elm Wealth
Investment Management • 
Philadelphia, Pennsylvania, United States • 1-10 Employees
Company overview
| Headquarters | 1601 Market St, 19th Floor, Philadelphia, Pennsylvania 19103, US |
| Phone number | +18886763148 |
| Website | |
| NAICS | 5231 |
| Founded | 2011 |
| Employees | 1-10 |
| Socials |
Key Contacts at Elm Wealth
Victor Haghani
Founder
James White
Chief Executive Officer
Elm Wealth Email Formats
Elm Wealth uses 4 email formats. The most common is {first initial} (e.g., j@elmfunds.com), used 37.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@elmfunds.com | 62.5% |
{first name} | john@elmwealth.com | 37.5% |
About Elm Wealth
Elm helps sophisticated investors, RIAs, and institutions sensibly and comfortably invest in public markets over long periods of time. We provide clients with global portfolio solutions and highly efficient, systematic investment management. We believe in giving investors the best possible chance of harvesting the returns available in global markets—a seemingly simple idea that actually requires quite a disciplined approach to fees, taxes, diversification, and human behavior. No one else met our standards in these areas, so we built Elm to meet them. Elm Partners Management, LLC (“Elm Wealth”) is a registered investment advisor. Elm Wealth provides investment advisory and related services for clients nationally. Elm Wealth will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at https://elmwealth.com/.
Elm Wealth revenue & valuation
| Annual revenue | $769,995 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $2,500,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Elm Wealth has 6 employees across 6 departments.
Departments
Number of employees
Funding Data
Elm Wealth has never raised funding before.
Elm Wealth Tech Stack
Discover the technologies and tools that power Elm Wealth's digital infrastructure, from frameworks to analytics platforms.
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