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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 Feb 27, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| 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.