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Marc Allen Roth

Elmwood Wealth Management

Berkeley, CA

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Current Employers
Elmwood Wealth Management

2027 Fourth Street Suite 203, Berkeley, CA 94710-1912 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-28
  • CA RA
    APPROVED
    Since 2026-01-28

Branch Locations

2027 Fourth Street Suite 203, Berkeley, CA 94710-1912 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jmr Capital Management, Inc. San Francisco CA 04/1994 07/2019
Atlas Capital Advisors Llc San Francisco CA 08/2019 11/2025
Elmwood Wealth Management, Inc. Berkeley CA 11/2025 Present
  • 04/1994 → 07/2019
    Jmr Capital Management, Inc.
    San Francisco, CA
  • 08/2019 → 11/2025
    Atlas Capital Advisors Llc
    San Francisco, CA
  • 11/2025 → Present
    Elmwood Wealth Management, Inc.
    Berkeley, CA
Previous Registrations
  • 2019-08-30 → 2025-12-02
    Atlas Capital Advisors Inc.
    San Francisco, CA
  • 1994-06-14 → 2019-08-21
    Jmr Capital Management Inc
    San Francisco, CA
Other Names
  • Marc A Roth

View on SEC IAPD

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Other Offices

BLUME CAPITAL MANAGEMENT, INC. · BERKELEY, CA
FUTURE FRONTIER CAPITAL, LLC · BERKELEY, CA
VOLEON CAPITAL MANAGEMENT LP · BERKELEY, CA
CITIGROUP GLOBAL MARKETS INC. · Berkeley, CA
Z21 VENTURES MANAGEMENT COMPANY, LLC · BERKELEY, CA
STRATEGIC ADVISERS LLC · BERKELEY, CA
LPL FINANCIAL LLC · BERKELEY, CA
CHARLES SCHWAB & CO., INC. · Berkeley, CA

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