Victor Haghani
Elm Wealth · Philadelphia, Pennsylvania
Victor Haghani is a fee-only financial advisor at Elm Wealth in Philadelphia, Pennsylvania. Victor charges a percentage of assets (0.12% a year on the first tier of assets managed and a $2,000,000 asset minimum).
Request an introduction to Victor →
Facts
| Firm | Elm Wealth |
|---|---|
| Based in | Philadelphia, Pennsylvania |
| Fee model | Percentage of assets |
| Fees (firm's website) | 0.12% a year on the first tier of assets managed · A $2,000,000 asset minimum |
| Assets under management | $3.02B across 905 accounts |
| SEC registration | Investment adviser representative in WY · CRD 1356309 |
| Exams passed | Series 63 (1985) · Series 65 (2019) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | elmwealth.com |
| Profile |
How Victor's firm compares
- Elm Wealth's average account is about $3.3 million, from its Form ADV (assets managed divided by 905 accounts).
Request an introduction to Victor
Tell Victor a little about what you're looking for. Victor isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Victor
Is Victor Haghani a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Victor holds no broker registration, and Elm Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Victor charge for financial advice?
Victor charges a percentage of assets.
How much does Victor charge?
According to Elm Wealth's website, checked October 30, 2026: 0.12% a year on the first tier of assets managed; a $2,000,000 asset minimum.
Where is Victor Haghani based?
Victor Haghani is based in Philadelphia, Pennsylvania.
Is Victor Haghani registered with the SEC?
Yes. Victor Haghani is registered as an investment adviser representative in WY (CRD 1356309), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Elm Wealth manage?
Elm Wealth reports $3.02B across 905 accounts in assets under management.
How do I contact Victor Haghani?
Through Victor's website, elmwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Elm Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.