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ELEMENT POINTE FAMILY OFFICE
ELEMENT POINTE ADVISORS, LLC
CRD 282750 · SEC 801-107214
333 SE 2ND AVE, SUITE 2520, MIAMI, FL, 33131, United States
Phone
(786) 655-9790
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.22B
Discretionary AUM
$1.16B
Team
11 total employees; 9 advisory reps; 1 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees; Performance-based fees; REPORTING FEES FOR FAMILY OFFICE CLIENTS
Org form
Limited Liability Company
Filing date
2026-05-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisersCONSULTING AND FAMILY OFFICE ADVISORY SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 52 | $1.21B |
| Pooled investment vehicles | 1 | $2.3M |
| Pension/profit sharing plans | 1 | $1.9M |
States served
CA, DE, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD