Shannon Stacy Lemon
Investment adviser representative at Elmwood Wealth Management
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$477.9MFirm assets
Are you Shannon Stacy Lemon? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Elmwood Wealth ManagementNov 2012 to now
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Elmwood Wealth Management
Legal name: Elmwood Wealth Management, Inc.
$477.9MAssets managed
210Clients
4Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5129936
- Firm CRD
- 165639