Juliana Moravy has been an investment adviser representative at Elmwood Wealth Management since February 2023, and is not listed among the firm’s executive officers or direct owners.
Elmwood Wealth Management, Inc. is a Berkeley, CA firm with $478M under management, 210 clients and 4 advisers in one office, as of its May 2026 filing.
Julie Moravy is Financial Planner of Elmwood Wealth Management. Since joining the firm in 2015, Moravy has helped clients with decisions such as career changes, home purchases, stock compensation and adjusting after the loss of a loved one. Before becoming a planner, she spent years in operations.
- Elmwood Wealth ManagementCurrent– present · 3 yearsPiedmont, CA · Adviser representative · Firm CRD 165639
Professional designations
Listed by Elmwood Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Juliana Moravy is registered as an investment adviser representative in California, since February 2023.
- CaliforniaSince 23 February 2023
Examinations
No examinations are on Juliana Moravy’s record.
- CRD
- 7702570
- Firm
- Elmwood Wealth Management · CRD 165639
- Office
- Piedmont, CA
- Registration
- Investment adviser registration
- In the industry since
- February 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- elmwoodwealth.com
Where does Juliana Moravy work?
Juliana Moravy is an investment adviser representative registered through Elmwood Wealth Management, Inc. since February 2023, and is not listed among the firm’s executive officers or direct owners.
Is Juliana Moravy a financial advisor?
Yes. Juliana Moravy has a current investment-adviser registration in California, through Elmwood Wealth Management since February 2023.
How many years of experience does Juliana Moravy have?
Juliana Moravy has 3 years in the financial industry, since February 2023, across 1 adviser firm.
Where is Juliana Moravy based?
Juliana Moravy’s registered office is in Piedmont, CA.
Is Juliana Moravy registered with FINRA?
No. Juliana Moravy has no current broker registration.
Is Juliana Moravy a CFP?
Elmwood Wealth Management lists Juliana Moravy with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Juliana Moravy’s record?
Search CRD 7702570 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Juliana Moravy’s full registration record.