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ELEMENT WEALTH, LLC
CRD 114968File 801-61758
APPROVED
Retail clients
Disclosure events
Filing as of Mar 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$743.7M
Above cohort median (national)
Discretionary AUM
$524.1M
Non-discretionary $219.6M
Clients
743
1,759 accounts
Employees
15
Top 25% of cohort in MS
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jan 24, 2003
- Principal office
- 800 WOODLANDS PKY, SUITE 201, RIDGELAND, MS, 39157
- Phone
- 601-957-6006
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $743.7M
- Discretionary AUM
- $524.1M
- Non-discretionary AUM
- $219.6M
- Discretionary accounts
- 1,438
- Non-discretionary accounts
- 321
- Total accounts
- 1,759
- AUM per client
- $1.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $3.3M |
| Insurance companies | Fewer than 5 | $4.1M |
| Charitable organizations | Fewer than 5 | $11.1M |
| Other investment advisers | 8 | $5.8M |
| High net worth individuals | 122 | $347.1M |
| Pension and profit sharing plans | 76 | $187.6M |
| Individuals (other than high net worth individuals) | 530 | $184.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Commissions
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11C5
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.