Element Wealth, LLC
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
FINTRXOverview
Element Wealth, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2003. The firm serves both individual and family clients as well as institutional relationships, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. In addition to advisory work, Element Wealth operates as an insurance broker and uses a mix of fee models — percentage of assets under management, fixed fees, and commissions. The firm has been recognized in Citywire’s "50 Growers Across America" lists in 2021, 2023 and 2024.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds69%
- Exchange Traded Equities11%
- Cash & Cash Equivalents8%
- Other6%
- Private Funds4%
Contacts
3 of 13
Danny Williams
Senior AdvisorCRD 2463761
Laura Cerra
CRD 5749646
Barry Smith
Senior AdvisorCRD 861681
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 139Active vs passive
$215M in ETFs
82%
$176M
16%
$38.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $23.2M | 30,967 | 10.78% |
Location
Ridgeland, MS
Madison
Location
Ridgeland, MS
Headquartered in Ridgeland, MS, anchoring the Jackson-Vicksburg-Brookhaven, MS metro in the South.
- Metro area
- Jackson-Vicksburg-Brookhaven, MS
- Region
- South
- County
- Madison
- Address
- 800 Woodlands Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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