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Chief Planning Officer; Partner · Elwood & Goetz

Alden M. Shmerling

CRD 5837672 · Named on Form ADV at one SEC-registered adviser

At a glance

Elwood & Goetz, an SEC-registered wealth manager based in Athens, GA with $1.1 billion in regulatory assets, lists Alden M. Shmerling on its Form ADV as Chief Planning Officer; Partner, a control person.

Firms and roles

  • Elwood & GoetzChief Planning Officer; PartnerWealth manager · Athens, GA · $1.1B in regulatory assets

AtlasMembers

Alden’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Alden’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.