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ELEMENT SQUARED PRIVATE WEALTH
Legal name: ELEMENT SQUARED LLC
CRD 311284File 801-128607
APPROVED
Retail clients
Disclosure events
Filing as of Sep 15, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$203.5M
Below cohort median (national)
Discretionary AUM
$203.5M
Clients
478
478 accounts
Employees
7
Bottom 25% of cohort in MN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Aug 21, 2023
- Principal office
- 60 SOUTH SIXTH STREET, SUITE 2900, MINNEAPOLIS, MN, 55402
- Phone
- 612-325-5920
- Website
- https://elementsquared.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $203.5M
- Discretionary AUM
- $203.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 478
- Non-discretionary accounts
- 0
- Total accounts
- 478
- AUM per client
- $426K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 81 | $108.7M |
| Individuals (other than high net worth individuals) | 397 | $94.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- 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- Q11B2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 6 | 7 | increased by1 |
| Mar 1, 2026 | Clients | 432 | 478 | increased by46 |
| Mar 1, 2026 | AUM | $168,300,000 | $203,482,682 | increased by$35,182,682 |
| Mar 1, 2026 | Accounts | 432 | 478 | increased by46 |
| May 1, 2025 | 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 SQUARED” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ELEMENT SQUARED” 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.