Sign in
Create a free account
ELEMENT WEALTH, LLC
RIDGELAND, MS
601-957-6006
SEC #801-61758Total AUM
$743.7M
Employees
15Clients
743Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
800 WOODLANDS PKY
SUITE 201
RIDGELAND
MS 39157
United States
SUITE 201
RIDGELAND
MS 39157
United States
Operating Hours
8:00-4:30PM
Monday - Friday
Monday - Friday
Phone
601-957-6006
Financials
Total AUM
$743.7M
Accounts
1,759Discretionary
$524.1M
Accounts
1,438Non-Discretionary
$219.6M
Accounts
321
Clients
Individual Clients
530AUM
$184.7M
HNW Individual Clients
122AUM
$347.1M
Pension/Profit Sharing Plan Clients
76AUM
$187.6M
Charitable Organization Clients
3AUM
$11.1M
Investment Advisor Clients
8AUM
$5.8M
Insurance Company Clients
1AUM
$4.1M
Corporation or Business Clients
3AUM
$3.3M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
INSURANCE
Compensation Types
Charges CommissionCharges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
SEC/CFTC Penalty/Cease-and-Desist
State Registrations
ALFLGALAMSNCNJTNTX
Affiliates
Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.