

Elm Wealth Information
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Elm Wealth
Summary
Elm Wealth is a private company. The company currently specializes in the Financial Services area. The Elm Wealth annual revenue is estimated at < 1M. Total funding of the company - $242.9M. To connect with Elm Wealth employee register on SignalHire.
Organization Website | elmwealth.com |
Industries | |
Headquarters Location | 1601 Market St, Philadelphia, Pennsylvania, 19103 US |
Employees Size | 1-10 employees |
SIC Code | 6189 |
Founded | 2011 |
Operating Status | Independent Company |
Employees Turnover 4 quarter 2025
Number of employees switched from or switched to
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Number of employees by department
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Length of Employment
Employee tenure at Elm Wealth shows a diverse range of experience levels:
17% for 1–2 years17% for 3–4 years8% for 5–7 years25% for 8–10 years33% have over 11 years of service at Elm WealthDiscover More
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Elm Wealth
Nick Wilson
Managing Partner
Steven Schneider
Digital Operations
Jerry Bell
Partner
Carl “CL” Wilkins II
Commercial Broker & Advisor
James White
Chief Executive Officer
Bruce Lafranchi
Investor Relations and Business Development
Francisco Agrest
Growth and Operations Lead
Brandon Labbe
Controller
Matthew Beason
Commercial Real Estate Specialist
Blaine Smith
Commercial Broker
Victor Haghani
Founder
Nolan Lenaghan
Associate
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FAQ
Elm Wealth operates in the Finance industries. More details can be found on the official website: elmwealth.com.
The headquarters of Elm Wealth are located in Philadelphia, United States.
Elm Wealth currently employs 1-10 people.
Elm Wealth's revenue is approximately < 1M.
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