Wealth Manager
    SEC Registered
    Manages Private Funds

    Element Wealth, LLC

    Registered investment advisor · Ridgeland, Mississippi · CRD #114968

    Assets Under Management
    $744M
    Client Accounts
    1,759
    Employees
    15
    CRD Number
    114968
    Registration
    SEC Registered
    Custodian
    Fidelity Brokerage Services Llc, Raymond James & Associates, Inc., Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Element Wealth, LLC

    Element Wealth, LLC is a fee-based investment advisory firm founded in 2017, offering personalized investment management services with a focus on client-specific goals. It operates with a small team and does not provide legal or accounting services.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Element Wealth, LLC's AUM?

    Element Wealth, LLC reports approximately $744M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Element Wealth, LLC headquartered?

    Element Wealth, LLC is headquartered in Ridgeland, Mississippi.

    What is Element Wealth, LLC's CRD number?

    Element Wealth, LLC's CRD number is 114968. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Element Wealth, LLC manage?

    Element Wealth, LLC manages approximately 1,759 client accounts according to its latest SEC filing.

    Is Element Wealth, LLC SEC registered?

    Yes, Element Wealth, LLC is registered with the SEC as an investment adviser with an approved registration status.

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