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ELEMENT WEALTH, LLC
CRD 114968File 801-61758
APPROVED
Retail clients
Disclosure events
Filing as of Mar 23, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 14 | 15 | increased by1 |
| Apr 1, 2026 | Clients | 679 | 743 | increased by64 |
| Apr 1, 2026 | AUM | $641,942,995 | $743,663,309 | increased by$101,720,314 |
| Apr 1, 2026 | Accounts | 1,572 | 1,759 | increased by187 |
| Dec 1, 2025 vs May 1, 2025 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Employees | 11 | 14 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 457 | 679 | increased by222 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $419,060,386 | $641,942,995 | increased by$222,882,609 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,104 | 1,572 | increased by468 |
| Apr 1, 2022 | Employees | 8 | 11 | increased by3 |
| Apr 1, 2022 | Clients | 801 | 457 | decreased by344 |
| Apr 1, 2022 | AUM | $318,690,679 | $419,060,386 | increased by$100,369,707 |
| Apr 1, 2022 | Accounts | 801 | 1,104 | increased by303 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ELEMENT WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ELEMENT WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.