Who owns Elmwood Wealth Management, Inc.?

No ownership or control links for Elmwood Wealth Management, Inc. are resolved in the current sources yet — view the network graph to expand, or pull the cited JSON dossier.

What is Elmwood Wealth Management, Inc.'s risk level?

Elmwood Wealth Management, Inc. has not yet been risk-scored — absence of a score means "not yet assessed", not "clean". Risk levels are heuristic investigative leads, not legal determinations of beneficial ownership.

Where does Elmwood Wealth Management, Inc. appear across sources?

Elmwood Wealth Management, Inc. is indexed in the WhiteIntel corporate-ownership graph (US), with a source on every claim.

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Elmwood Wealth Management, Inc.

Name: Elmwood Wealth Management, Inc. — ownership dossier
Creator: WhiteIntel
License: https://whiteintel.dev/terms
Keywords: corporate ownership, beneficial ownership, UBO, corporate intelligence, OSINT, corporate registry, Elmwood Wealth Management, Inc., Company, US

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Company · US

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Ownership & control

No ownership or control links resolved yet

An absent link means “not yet observed in our current sources”, not that none exists — cross-source resolution is still growing.

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117 assets
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Assets held

117 assetsPREMIUM

117 linked assets — vessels, aircraft, property & securities with identifiers. Unlock the itemised list.

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People & control

92 parties · 0 current

Every officer, person with significant control and cross-company role we hold, resolved into one entry per party. Roles are registry records, not a claim of control.

●
4D MOLECULAR THERAPEUTICS IN
Also holds roles at 1 other company
- VANGUARD GROUP INC13F holder
●
ABBOTT LABORATORIES
Also holds roles at 19 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
●
ABBVIE INC
Also holds roles at 18 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
●
ALPHABET CLASS A
Also holds roles at 24 other companies
- MAKENA CAPITAL MANAGEMENT LLC13F holder
- Fosse Capital Partners LLP13F holder
- GENEVA CAPITAL MANAGEMENT LLC13F holder
●
ALPHABET CLASS C
Also holds roles at 26 other companies
- Marathon Trading Investment Management LLC13F holder
- EPACRIA CAPITAL PARTNERS, LLC13F holder
- Merlin Capital, Inc13F holder
●
AMAZON.COM INC
Also holds roles at 25 other companies
- MAKENA CAPITAL MANAGEMENT LLC13F holder
- Marathon Trading Investment Management LLC13F holder
- Merlin Capital, Inc13F holder
●
AMERICAN TOWER CORP NEW COM
Also holds roles at 10 other companies
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- Vinva Investment Management Ltd13F holder
●
AMERICAN WTR WKS CO INC NEW COM
Also holds roles at 9 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
●
APPLE INC
Also holds roles at 27 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- Marathon Trading Investment Management LLC13F holder
- Merlin Capital, Inc13F holder
●
BERKSHIRE HATHAWAY INC - CL B
Also holds roles at 22 other companies
- EPACRIA CAPITAL PARTNERS, LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
●
BRISTOL-MYERS SQUIBB CO
Also holds roles at 16 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
●
Caribou Biosciences Inc
Also holds roles at 2 other companies
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
- VANGUARD GROUP INC13F holder
●
CENCORA INC COM
Also holds roles at 10 other companies
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
- Estabrook Capital Management13F holder
●
CHARLES SCHWAB CORPORATION
Also holds roles at 17 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- MAKENA CAPITAL MANAGEMENT LLC13F holder
- Marathon Trading Investment Management LLC13F holder
●
CHEVRON CORP
Also holds roles at 22 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
●
CITIGROUP INC COM NEW
Also holds roles at 15 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Belmont Capital, LLC13F holder
●
COSTCO WHOLESALE CORP
Also holds roles at 19 other companies
- GENEVA CAPITAL MANAGEMENT LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
●
CVS HEALTH CORPORATION
Also holds roles at 13 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
●
DANAHER CORPORATION COM
Also holds roles at 13 other companies
- GENEVA CAPITAL MANAGEMENT LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
●
DISNEY WALT CO
Also holds roles at 19 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
●
DOMINION ENERGY INC
Also holds roles at 9 other companies
- Vinva Investment Management Ltd13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- HSBC HOLDINGS PLC13F holder
●
DUKE ENERGY CORP NEW COM NEW
Also holds roles at 11 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
●
ECOLAB INC COM
Also holds roles at 10 other companies
- GENEVA CAPITAL MANAGEMENT LLC13F holder
- Vinva Investment Management Ltd13F holder
- Estabrook Capital Management13F holder
●
EXXON MOBIL CORP
Also holds roles at 20 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
●
GERON CORP
Also holds roles at 1 other company
- VANGUARD GROUP INC13F holder
●
GLOBAL X LITHIUM & BATTERY TECH ETF
Also holds roles at 1 other company
- Belmont Capital, LLC13F holder
●
HONEYWELL INTERNATIONAL INC
Also holds roles at 12 other companies
- Merlin Capital, Inc13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
●
INTELLIA THERAPEUTICS INC
Also holds roles at 2 other companies
- Merlin Capital, Inc13F holder
- VANGUARD GROUP INC13F holder
●
INTUIT COM
Also holds roles at 13 other companies
- MAKENA CAPITAL MANAGEMENT LLC13F holder
- GENEVA CAPITAL MANAGEMENT LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
●
INVESCO EXCH TRADED FD TR II
Also holds roles at 1 other company
- Moss Adams Wealth Advisors LLC13F holder
●
INVESCO S&P 500 EQUAL WEIGHT ETF
Also holds roles at 4 other companies
- HSBC HOLDINGS PLC13F holder
- WEST PACES ADVISORS INC.13F holder
- Moss Adams Wealth Advisors LLC13F holder
●
ISHARES CALIFORNIA MUNI BOND E
Also holds roles at 1 other company
- HSBC HOLDINGS PLC13F holder
●
ISHARES CORE MSCI EMERGING MARKETS ETF
Also holds roles at 5 other companies
- Regis Acquisition Inc.13F holder
- WEST PACES ADVISORS INC.13F holder
- Moss Adams Wealth Advisors LLC13F holder
●
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
Also holds roles at 5 other companies
- Capstone Financial Advisors, Inc.13F holder
- BRANDES INVESTMENT PARTNERS, LP13F holder
- HSBC HOLDINGS PLC13F holder
●
ISHARES INC
Also holds roles at 1 other company
- HSBC HOLDINGS PLC13F holder
●
ISHARES MSCI EAFE SMALL-CAP ETF
Also holds roles at 2 other companies
- ACADIAN ASSET MANAGEMENT LLC13F holder
- WEST PACES ADVISORS INC.13F holder
●
ISHARES TR
Also holds roles at 8 other companies
- Belmont Capital, LLC13F holder
- HSBC HOLDINGS PLC13F holder
- Moss Adams Wealth Advisors LLC13F holder
●
ISHARES TREASURY FLOATING RATE BOND ETF
Also holds roles at 1 other company
- RETIREMENT CAPITAL STRATEGIES13F holder
●
J P MORGAN EXCHANGE TRADED F
Also holds roles at 5 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Capstone Financial Advisors, Inc.13F holder
- Vawter Financial, Ltd.13F holder
●
JOHNSON & JOHNSON
Also holds roles at 21 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
●
JPMORGAN CHASE & CO
Also holds roles at 22 other companies
- Marathon Trading Investment Management LLC13F holder
- EPACRIA CAPITAL PARTNERS, LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
●
JPMORGAN ULTRA-SHORT INCOME ETF
Also holds roles at 6 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- WEST PACES ADVISORS INC.13F holder
●
MARSH & MCLENNAN COS INC COM
Also holds roles at 8 other companies
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
●
MASTERCARD INCORPORATED
Also holds roles at 16 other companies
- Merlin Capital, Inc13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
●
MCCORMICK & CO INC COM NON VTG
Also holds roles at 7 other companies
- Freedom Investment Management, Inc.13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- HSBC HOLDINGS PLC13F holder
●
MERCK & COMPANY INC
Also holds roles at 20 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
●
MICROCHIP TECHNOLOGY INC
Also holds roles at 10 other companies
- GENEVA CAPITAL MANAGEMENT LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
●
MICROSOFT CORP
Also holds roles at 24 other companies
- MAKENA CAPITAL MANAGEMENT LLC13F holder
- Merlin Capital, Inc13F holder
- Marathon Trading Investment Management LLC13F holder
●
NEXTERA ENERGY INC COM
Also holds roles at 15 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
●
Nextera Energy Partners
Also holds roles at 2 other companies
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
- VANGUARD GROUP INC13F holder
●
NIKE INC - CL B
Also holds roles at 15 other companies
- Merlin Capital, Inc13F holder
- Marathon Trading Investment Management LLC13F holder
- Freedom Investment Management, Inc.13F holder
●
NORFOLK SOUTHN CORP COM
Also holds roles at 12 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Belmont Capital, LLC13F holder
- Estabrook Capital Management13F holder
●
NOVARTIS AG - ADR
Also holds roles at 8 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
●
NVIDIA CORP
Also holds roles at 21 other companies
- Merlin Capital, Inc13F holder
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
●
PAYPAL HLDGS INC
Also holds roles at 13 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Vinva Investment Management Ltd13F holder
●
PEPSICO INCORPORATED
Also holds roles at 19 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
●
PFIZER INC
Also holds roles at 21 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
●
PGIM ETF TR
Also holds roles at 2 other companies
- Freedom Investment Management, Inc.13F holder
- WNY Asset Management, LLC13F holder
●
PHILIP MORRIS INTL INC
Also holds roles at 13 other companies
- EPACRIA CAPITAL PARTNERS, LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Belmont Capital, LLC13F holder
●
PIMCO ETF TR
Also holds roles at 2 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
●
PROCTER AND GAMBLE COMPANY
Also holds roles at 20 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
●
ROCKWELL AUTOMATION INC COM
Also holds roles at 7 other companies
- Estabrook Capital Management13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- HSBC HOLDINGS PLC13F holder
●
SALESFORCE INC
Also holds roles at 18 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- Marathon Trading Investment Management LLC13F holder
- GENEVA CAPITAL MANAGEMENT LLC13F holder
●
SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF
Also holds roles at 3 other companies
- WEST PACES ADVISORS INC.13F holder
- Moss Adams Wealth Advisors LLC13F holder
- Vawter Financial, Ltd.13F holder
●
SCHWAB SHORT-TERM US TREASURY ETF
Also holds roles at 2 other companies
- Freedom Investment Management, Inc.13F holder
- WEST PACES ADVISORS INC.13F holder
●
SCHWAB U.S. LARGE-CAP ETF
Also holds roles at 2 other companies
- WEST PACES ADVISORS INC.13F holder
- Moss Adams Wealth Advisors LLC13F holder
●
SCHWAB U.S. MID-CAP ETF
Also holds roles at 2 other companies
- WEST PACES ADVISORS INC.13F holder
- Moss Adams Wealth Advisors LLC13F holder
●
SCHWAB U.S. SMALL-CAP ETF
Also holds roles at 2 other companies
- WEST PACES ADVISORS INC.13F holder
- Moss Adams Wealth Advisors LLC13F holder
●
SOUTHERN CO COM
Also holds roles at 10 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
●
SPDR S&P 500 ETF TRUST
Also holds roles at 18 other companies
- EPACRIA CAPITAL PARTNERS, LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
●
SPDR S&P DIVIDEND ETF
Also holds roles at 6 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- HSBC HOLDINGS PLC13F holder
●
SPDR SER TR
Also holds roles at 4 other companies
- Freedom Investment Management, Inc.13F holder
- RETIREMENT CAPITAL STRATEGIES13F holder
- HSBC HOLDINGS PLC13F holder
●
SSGA ACTIVE ETF TR
Also holds roles at 1 other company
- Freedom Investment Management, Inc.13F holder
●
STARBUCKS CORP
Also holds roles at 17 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- Marathon Trading Investment Management LLC13F holder
- Freedom Investment Management, Inc.13F holder
●
TESLA INC
Also holds roles at 20 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- Marathon Trading Investment Management LLC13F holder
- Merlin Capital, Inc13F holder
●
THE CIGNA GROUP COM
Also holds roles at 13 other companies
- BloombergSen Inc.13F holder
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
●
TRAVELERS COS INC
Also holds roles at 9 other companies
- Estabrook Capital Management13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- HSBC HOLDINGS PLC13F holder
●
UNION PACIFIC CORPORATION
Also holds roles at 15 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
●
UNITED RENTALS INC COM
Also holds roles at 7 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
●
UNITEDHEALTH GROUP INC
Also holds roles at 18 other companies
- MAKENA CAPITAL MANAGEMENT LLC13F holder
- Merlin Capital, Inc13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
●
VANGUARD DIVIDEND APPRECIATION ETF
Also holds roles at 7 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Capstone Financial Advisors, Inc.13F holder
- WEST PACES ADVISORS INC.13F holder
●
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND
Also holds roles at 7 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Belmont Capital, LLC13F holder
- Capstone Financial Advisors, Inc.13F holder
●
VANGUARD FTSE DEVELOPED MARKETS ETF
Also holds roles at 9 other companies
- EPACRIA CAPITAL PARTNERS, LLC13F holder
- Freedom Investment Management, Inc.13F holder
- Capstone Financial Advisors, Inc.13F holder
●
VANGUARD FTSE EMERGING MARKETS ETF
Also holds roles at 8 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Regis Acquisition Inc.13F holder
●
VANGUARD INDEX FDS
Also holds roles at 8 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Belmont Capital, LLC13F holder
- HSBC HOLDINGS PLC13F holder
●
VANGUARD MUN BD FDS
Also holds roles at 4 other companies
- Capstone Financial Advisors, Inc.13F holder
- Regis Acquisition Inc.13F holder
- Vawter Financial, Ltd.13F holder
●
VANGUARD SCOTTSDALE FDS
Also holds roles at 5 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- MINOT CAPITAL, LP13F holder
- Moss Adams Wealth Advisors LLC13F holder
●
VANGUARD SHORT-TERM BOND ETF
Also holds roles at 5 other companies
- Freedom Investment Management, Inc.13F holder
- WEST PACES ADVISORS INC.13F holder
- Moss Adams Wealth Advisors LLC13F holder
●
VANGUARD TOTAL STOCK MARKET ETF
Also holds roles at 12 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Belmont Capital, LLC13F holder
- Capstone Financial Advisors, Inc.13F holder
●
VISA INC - CL A
Also holds roles at 20 other companies
- MAKENA CAPITAL MANAGEMENT LLC13F holder
- Marathon Trading Investment Management LLC13F holder
- Merlin Capital, Inc13F holder
●
WISDOMTREE TR
Also holds roles at 1 other company
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
●
XENON PHARMACEUTICALS INC
Also holds roles at 1 other company
- VANGUARD GROUP INC13F holder

92 parties · 0 current. Ceased and resigned records are retained as history.

Community intel

Crowd leads · unverified

Tips, corrections and leads contributed by the community on Elmwood Wealth Management, Inc.. These are unverified leads, not WhiteIntel findings — we surface them for investigators to chase, and analyse the corroborated ones into SnitchScore.

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