ELEMENT WEALTH, LLC

RIASEC RegisteredEst. 2003

Total AUM

$744M

Discretionary

$524M

70% of AUM

Avg account

$423K

Accounts

1,759

Employees

Advisory reps

Firm details

Headquarters: RIDGELAND, Mississippi
CRD number: 114968
Registered since: January 24, 2003
Website: myelementwealth.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, RAYMOND JAMES & ASSOCIATES, INC., CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Commissions
Client types: HNWI46.67%
Pension & Profit Sharing Plans25.23%
Individuals24.84%
Charitable Organizations1.49%
Other Investment Advisers0.78%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Element Wealth, LLC is an independent registered investment adviser organized as an LLC and operating since the early 2000s. The firm serves both individual/family and institutional clients and combines advisory services—financial planning, portfolio management for individuals and small businesses, and pension consulting—with insurance brokerage activities. Its fee model includes asset-based fees, fixed fees and commission-based arrangements. Element Wealth is not focused on ESG investing according to its profile and is identified as an adviser that does not position itself as a multi-state adviser. The firm appeared on Citywire’s "50 Growers Across America" list in 2021, 2023 and 2024.