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ELEMENT WEALTH, LLC
CRD 114968 · SEC 801-61758
800 WOODLANDS PKY, SUITE 201, RIDGELAND, MS, 39157, United States
Phone
601-957-6006
Fax
601-957-6986
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$743.7M
Discretionary AUM
$524.1M
Team
15 total employees; 9 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees; Commissions
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingINSURANCE
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 530 | $184.7M |
| High net worth individuals | 122 | $347.1M |
| Pension/profit sharing plans | 76 | $187.6M |
| Charitable organizations | 3 | $11.1M |
| Other investment advisers | 8 | $5.8M |
| Insurance companies | 1 | $4.1M |
| Corporations/business entities | 3 | $3.3M |
States served
AL, GA, LA, MS, NJ, NC, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD