Robert Gillooly has been CEO of Elmwood Wealth Management since September 2012, is a control person of the firm and directly owns between 50% and 75% of it. Robert Gillooly holds a Bachelor of Arts from the University of Michigan.
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.
Bob Gillooly is President of Elmwood Wealth Management, based in Berkeley, California. Gillooly co-founded the firm with Shannon Lemon in 2012 and works with the Elmwood team to serve clients in financial planning, investment management, tax planning and estate planning. Before co-founding Elmwood, he worked for Osborne Partners Capital Management for 18 years, where he was Vice President, Chief Operating Officer and a principal.
- Elmwood Wealth ManagementCurrent– present · 13 yearsBerkeley, CA · Adviser representative · Firm CRD 165639
Professional designations
Listed by Elmwood Wealth Management
- Chartered Financial Analyst (CFA)
Investment adviser representative registrations
Robert Gillooly is registered as an investment adviser representative in California, since November 2012.
- CaliforniaSince 7 November 2012
Examinations
No examinations are on Robert Gillooly’s record.
- Full name
- Robert Christopher Gillooly
- CRD
- 2073302
- Firm
- Elmwood Wealth Management · CRD 165639
- Role
- CEO
- Office
- 2027 FOURTH STREET, SUITE C, Berkeley, CA 94710
- Registration
- Investment adviser registration
- In the industry since
- November 2012
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- elmwoodwealth.com
Where does Robert Gillooly work?
Robert Gillooly has been CEO of Elmwood Wealth Management, Inc. since September 2012, and is a control person of the firm.
Is Robert Gillooly a financial advisor?
Yes. Robert Gillooly has a current investment-adviser registration in California, through Elmwood Wealth Management since November 2012.
How many years of experience does Robert Gillooly have?
Robert Gillooly has 13 years in the financial industry, since November 2012, across 1 adviser firm.
Where is Robert Gillooly based?
Robert Gillooly’s registered office is in Berkeley, CA.
Is Robert Gillooly registered with FINRA?
No. Robert Gillooly has no current broker registration.
Is Robert Gillooly a CFA charterholder?
Elmwood Wealth Management lists Robert Gillooly with the CFA credential (“Chartered Financial Analyst (CFA)”) on its website. CFA Institute confirms certification status.
How can I verify Robert Gillooly’s record?
Search CRD 2073302 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Gillooly’s full registration record.