Elm Wealth

Who works here

• BL
  Brandon Labbe
• FA
  Francisco Agrest
• JW
  James Woodson White
• JB
  Jerry Arch Bell
• MF
  Michael Edward Fothergill
• NL
  Nolan Henry Lenaghan
• VH
  Victor John Haghani

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management

Elm Wealth

Legal name: Elm Partners Management LLC

Official records

SEC data as of Nov 13, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Firm CRD

167225