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Elm Money Management LLC (Irvine)


Elm Money Management LLC is an adviser based in Irvine. It manages $48.1 million of regulatory assets for 230 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of California.




Elm Money Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Elm Money Management: assets under management

The assets under management (AUM) of Elm Money Management LLC is $48.1 million. The firm's AUM has grown by 7% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $24.01 million in discretionary accounts and $24.09 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $137.97 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $430.26 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Elm Money Management LLC for their services and products based on hourly charges, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Irvine

The principal office where Elm Money Management LLC performs its advisory services is located at 16520 Bake Parkway, Irvine, CA 92618 4689, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (949) 528-6712 or by fax (949) 528-2597. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday.


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