Elm Wealth

elmwealth.com Direct investor

Elm Wealth is an SEC-registered investment adviser offering separately managed accounts and a private offshore fund using a rules-based Dynamic Index Investing approach. It invests client assets in liquid index ETFs across global public equities, public real estate and bonds.

Elm Wealth is an asset manager headquartered in Philadelphia, United States. It invests directly in companies, in public equities, public market real estate, government bonds and corporate bonds. Its stated cheque size is $2mm Minimum investment. Over $3 billion under management, as it reports.

“Asset classes that meet these criteria for our SMA portfolios are public market equities, public market real estate vehicles and government and corporate bonds.”

— Elm Wealth, own website

Layer

Direct investor

Type

Asset manager

Stage

Not stated

Headquarters

Philadelphia, United States

Invests in

global, US

Sectors

public equities, public market real estate, government bonds, corporate bonds

Cheque size

$2mm Minimum investment

Assets under management

over $3 billion