Elm Wealth

Asset Manager SEC-registered adviser

Legal name: Elm Partners Management LLC

Philadelphia, PA Website LinkedIn X

AUM

$3.0B
Regulatory AUM

Private funds

2
Other 2

Private fund assets

$356.1M
Gross asset value

Employees

9

Last Form D raise

—

From SEC Form ADV filing (filed Sep 3, 2026). View on SEC

People(3)

Owners and executive officers named on the firm's SEC Form ADV.

A
Andrea Paul
Trustee, Willow View Trust
Source: SEC Form ADV
J
James White
Chief Executive Officer and Chief Compliance Officer
Source: SEC Form ADV
V
Victor Haghani
Chief Investment Officer
Source: SEC Form ADV

Funds(2)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Elm Partners Portfolio LTD.Other$297.3M———
Elm Partners All Equity PortfolioOther$58.8M———

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
167225
SEC file number
801-78018

Sources