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ELEMENT POINTE FAMILY OFFICE
Legal name: ELEMENT POINTE ADVISORS, LLC
CRD 282750File 801-107214
APPROVED
Retail clients
Custody
Filing as of Jul 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.22B
Above cohort median (national)
Discretionary AUM
$1.16B
Non-discretionary $58.1M
Clients
54
412 accounts
Employees
11
Top 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Feb 10, 2016
- Principal office
- 333 SE 2ND AVE, SUITE 2520, MIAMI, FL, 33131
- Phone
- (786) 655-9790
- Website
- https://elementpointe.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.22B
- Discretionary AUM
- $1.16B
- Non-discretionary AUM
- $58.1M
- Discretionary accounts
- 396
- Non-discretionary accounts
- 16
- Total accounts
- 412
- AUM per client
- $22.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 52 | $1.21B |
| Pooled investment vehicles | 1 | $2.3M |
| Pension and profit sharing plans | Fewer than 5 | $1.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — REPORTING FEES FOR FAMILY OFFICE CLIENTS
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
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.