ELEMENTAL WEALTH ADVISORS, LLC

Overview

Elemental Wealth Advisors, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients and bills using a mix of percentage-of-AUM fees, hourly charges, and flat fees. Its stated advisory activities include financial planning, portfolio management for individuals and small businesses, pension consulting services, and educational seminars or workshops. The firm is not flagged as an active ESG investor, is not registered as a multi-state adviser, and is not listed as a capital allocator. Industry affiliation is listed with an accountant; the firm also notes pension consulting among its services but is not designated as a registered pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives