Nolan Henry Lenaghan
Investment adviser representative at Elm Wealth
10 yearsExperience
1 stateRegistered in
$3BFirm assets
13 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Elm WealthFeb 2025 to now
- Dafonte Pro TrainingNov 2024 to Feb 2025
- OssiningJun 2024 to Nov 2024
- Oppenheimer and Co.Jun 2023 to Aug 2023
- Decicco and SonsMay 2022 to Aug 2022
- Lafayette College / Cornell UniversityJun 2020 to May 2024
- Ossining High SchoolSep 2016 to Jun 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (PA).
Elm Wealth
Legal name: Elm Partners Management LLC
$3BAssets managed
655Clients
7Advisers
13 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
- 7754397
- Firm CRD
- 167225