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Francisco Agrest

Elm Wealth

Philadelphia, PA

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Current Employers
Elm Wealth

50 S 16Th St. Fl 18 Ste C, Philadelphia, PA 19102 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-11-21
  • PA RA
    APPROVED
    Since 2025-11-21

Branch Locations

50 S 16Th St. Fl 18 Ste C, Philadelphia, PA 19102 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Elm Wealth Philadelphia PA 07/2025 Present
Perchwell New York NY 11/2022 07/2025
Unemployed New York, NY 09/2022 11/2022
Avantstay Greenwich CT 01/2022 09/2022
Wework New York NY 07/2019 01/2022
Columbia University New York NY 08/2015 05/2019
  • 07/2025 → Present
    Elm Wealth
    Philadelphia, PA
  • 11/2022 → 07/2025
    Perchwell
    New York, NY
  • 09/2022 → 11/2022
    Unemployed
    New York,, NY
  • 01/2022 → 09/2022
    Avantstay
    Greenwich, CT
  • 07/2019 → 01/2022
    Wework
    New York, NY
  • 08/2015 → 05/2019
    Columbia University
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-21
  • S65 Uniform Investment Adviser Law Examination
    2025-11-21

View on SEC IAPD

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GLENMEDE INVESTMENT MANAGEMENT, LP · PHILADELPHIA, PA
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GLOBAL ADVISERS, LLC · PHILADELPHIA, PA
BIOPHY CAPITAL MANAGEMENT LLC · PHILADELPHIA, PA
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