Francisco Agrest
Investment adviser representative at Elm Wealth
11 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
11 years in the industry.
- Elm WealthJul 2025 to now
- PerchwellNov 2022 to Jul 2025
- UnemployedSep 2022 to Nov 2022
- AvantstayJan 2022 to Sep 2022
- WeworkJul 2019 to Jan 2022
- Columbia UniversityAug 2015 to May 2019
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
- 8183875
- Firm CRD
- 167225