Overview
Assets Under Management: $642 million
Headquarters: RIDGELAND, MS
High-Net-Worth Clients: 151
Average Client Assets: $2 million
Frequently Asked Questions
ELEMENT WEALTH, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #114968), ELEMENT WEALTH, LLC is subject to fiduciary duty under federal law.
ELEMENT WEALTH, LLC is headquartered in RIDGELAND, MS.
ELEMENT WEALTH, LLC serves 151 high-net-worth clients according to their SEC filing dated May 14, 2025. View client details ↓
According to their SEC Form ADV, ELEMENT WEALTH, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
ELEMENT WEALTH, LLC manages $642 million in client assets according to their SEC filing dated May 14, 2025.
According to their SEC Form ADV, ELEMENT WEALTH, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 151
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 42.22
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,572
Discretionary Accounts: 1,256
Non-Discretionary Accounts: 316
Regulatory Filings
CRD Number: 114968
Filing ID: 1989572
Last Filing Date: 2025-05-14 13:48:00
Website: https://myelementwealth.com