800 Woodlands Pky
Suite 201
Ridgeland, Mississippi 39157
Tel: 601-957-6006
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 114968 |
SEC# | 801-61758 |
Assets Managed by Firm | $549,792,235 |
No. of Clients | 1209 |
No. of Advisors | 11 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1209 | $549,792,235 |
Individuals (other than high net worth individuals) | 375 | $98,556,030 |
High net worth individuals | 104 | $255,553,079 |
Pension and profit sharing plans | 64 | $156,446,273 |
Charitable organizations | 3 | $6,117,440 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$7,233,687,387 | 696 | 16 | |
$1,865,178,576 | 348 | 18 | |
$1,341,890,722 | 6 | 110 | |
$1,148,400,486 | 3008 | 18 | |
$1,087,865,356 | 2816 | 15 |
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