Important regulatory information and disclosure documents required by the U.S. Securities and Exchange Commission.
Our firm brochure describing our services, fees, investment strategies, risks, and material conflicts of interest. Required to be provided to all prospective and current clients.
View Form ADV Part 2A →Brochure supplements providing background information on the specific investment professionals who will manage your account, including their education, experience, and disciplinary history.
View Brochure Supplements →Our Client Relationship Summary — a concise two-page document summarising our services, fees, conflicts of interest, and how we work with clients. Required by SEC Regulation Best Interest.
View Form CRS →| Item | Detail |
|---|---|
| Firm Name | Elmont Wealth Management LLC |
| Registration Status | Registered Investment Adviser — U.S. Securities and Exchange Commission |
| CRD Number | 123456 |
| SEC File Number | 801-XXXXXX |
| Principal Office | 277 Park Avenue, 43rd Floor, New York, NY 10172 |
| Year Founded | 2009 |
| Regulatory Oversight | U.S. Securities and Exchange Commission (SEC) |
To verify our registration or obtain copies of our Form ADV, visit the SEC's Investment Adviser Public Disclosure database at adviserinfo.sec.gov.
What investment services and advice can you provide me? We offer discretionary investment management services to high-net-worth individuals, families, family offices, and institutions. We manage portfolios across equity, fixed income, alternatives, and ESG strategies. Minimum account size: $500,000.
What fees will I pay? We charge an annual advisory fee of 0.50%–1.00% of AUM, billed quarterly in arrears. You may also bear underlying fund expenses in ETFs or mutual funds we use. We do not charge performance fees or commissions.
What are your legal obligations to me? We are a fiduciary. We are legally required to act in your best interest, disclose all material conflicts, and provide full and fair disclosure about our services and fees. When we act as your investment adviser, we have to act in your best interest and not put our interest ahead of yours.
How do your financial professionals make money? Our professionals are compensated through salary and firm profit-sharing. We do not pay commissions or sales incentives tied to specific products. This reduces, but does not eliminate, certain conflicts of interest.
Do you or your financial professionals have legal or disciplinary history? No. Visit investor.gov/CRS for free tools to research investment advisers.
Elmont Wealth Management LLC is a registered investment adviser with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. The information on this website is for informational purposes only and does not constitute investment advice, a solicitation, or an offer to buy or sell any securities.
Past performance is not indicative of future results. All investments involve risk, including the possible loss of principal. Alternative investments involve additional risks including illiquidity, leverage, and concentration risk and are suitable only for accredited investors or qualified purchasers.
This website may contain forward-looking statements and projections that are based on current beliefs and assumptions and involve risks and uncertainties. Actual results could differ materially. Market data and performance figures cited are from sources believed to be reliable but are not guaranteed.