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ELEMENT WEALTH, LLC

800 Woodlands Pky
Suite 201
Ridgeland, Mississippi 39157
Tel: 601-957-6006

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About ELEMENT WEALTH, LLC

ELEMENT WEALTH, LLC, formally registered with the SEC as ELEMENT WEALTH, LLC. The firm was established in 01/24/2003. They have over 1 offices throughout the country.

ELEMENT WEALTH, LLC is a Ridgeland, Mississippi based Financial Planning firm with nearly $549,792,235 assets under management, offering retirement planning & investment advisory services to 1209 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#114968
SEC#801-61758
Assets Managed by Firm$549,792,235
No. of Clients1209
No. of Advisors11

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Commission Based

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Other (INSURANCE)

Firm Client Information

No. of ClientsAUM
Firm Total1209$549,792,235
Individuals (other than high net worth individuals)375$98,556,030
High net worth individuals104$255,553,079
Pension and profit sharing plans64$156,446,273
Charitable organizations3$6,117,440

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HARDY REED, LLC
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$1,865,178,57634818
THE MOLPUS WOODLANDS GROUP, LLC
402 W. Parkway Place
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$1,341,890,7226110
MAG CAP
1076 Highland Colony Parkway, Suite 291
Ridgeland, MS, 39157
$1,148,400,486300818
BARNES PETTEY FINANCIAL ADVISORS, LLC
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Clarksdale, MS, 38614
$1,087,865,356281615

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