Overview
Assets Under Management: $159 million
Headquarters: ALPHARETTA, GA
High-Net-Worth Clients: 54
Average Client Assets: $2 million
Frequently Asked Questions
ELM3 FINANCIAL GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #140594), ELM3 FINANCIAL GROUP, LLC is subject to fiduciary duty under federal law.
ELM3 FINANCIAL GROUP, LLC is headquartered in ALPHARETTA, GA.
ELM3 FINANCIAL GROUP, LLC serves 54 high-net-worth clients according to their SEC filing dated February 18, 2025. View client details ↓
According to their SEC Form ADV, ELM3 FINANCIAL GROUP, LLC offers financial planning and portfolio management for individuals. View all service details ↓
ELM3 FINANCIAL GROUP, LLC manages $159 million in client assets according to their SEC filing dated February 18, 2025.
According to their SEC Form ADV, ELM3 FINANCIAL GROUP, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 54
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.17
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 631
Discretionary Accounts: 626
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 140594
Last Filing Date: 2025-02-18 00:00:00
Website: https://elm3financial.com