← Back to searchVisit website
ELEMENT SQUARED PRIVATE WEALTH
ELEMENT SQUARED LLC
CRD 311284 · SEC 801-128607
60 SOUTH SIXTH STREET, SUITE 2900, MINNEAPOLIS, MN, 55402, United States
Phone
612-325-5920
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$203.5M
Discretionary AUM
$203.5M
Team
7 total employees; 6 advisory reps
Clients
11-25
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 397 | $94.8M |
| High net worth individuals | 81 | $108.7M |
States served
AL, AZ, CA, CO, GA, IL, IN, IA, LA, MD, MA, MI, MN, NE, NJ, NY, NC, OH, OR, PA, TN, VA, WI, MO, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD