# Elm Wealth Advisory

> Elm Wealth Advisory is a state-registered investment advisory firm in Palm Beach Gardens, FL, registered since 2025, with no regulatory assets under management reported in its Form ADV filing dated June 9, 2026.

- CRD: 339476
- Filed as: ELM WEALTH ADVISORY
- Legal name: Elm Wealth Advisory, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Palm Beach Gardens, FL
- Filing period: October 2026
- Form ADV filing dated: June 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/339476
- AdvisorCensus page: https://advisorcensus.com/firm/elm-wealth-advisory-palm-beach-gardens-fl-339476

## Quick answers

**How is Elm Wealth Advisory compensated?**
On its Form ADV (Item 5.E, October 2026), Elm Wealth Advisory reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Elm Wealth Advisory located?**
Elm Wealth Advisory's principal office is in Palm Beach Gardens, FL, according to its Form ADV.

**Is Elm Wealth Advisory registered with the SEC or a state?**
Elm Wealth Advisory is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 339476.

**Does Elm Wealth Advisory report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/339476

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2025 (0 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- elmwealthadvisory.com
- LinkedIn @elm-wealth-advisory-llc

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Elm Wealth Advisory (CRD 339476): Form ADV filing data as of October 2026.