ELEMENT SQUARED PRIVATE WEALTH

60 South Sixth Street
Suite 2900
Minneapolis, Minnesota 55402
Tel: 612-325-5920

About ELEMENT SQUARED PRIVATE WEALTH

ELEMENT SQUARED PRIVATE WEALTH, formally registered with the SEC as ELEMENT SQUARED PRIVATE WEALTH. The firm was established in 08/21/2023. They have over 1 offices throughout the country.

ELEMENT SQUARED PRIVATE WEALTH is a Minneapolis, Minnesota based Financial Planning firm with nearly $168,300,000 assets under management, offering retirement planning & investment advisory services to 432 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	311284
SEC#	801-128607
Assets Managed by Firm	$168,300,000
No. of Clients	432
No. of Advisors	5

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	432	$168,300,000
Individuals (other than high net worth individuals)	405	$111,581,950
High net worth individuals	27	$56,718,050

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