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ELEMENT WEALTH, LLC
800 Woodlands Pky
Suite 201
Ridgeland, Mississippi 39157
Tel: 601-957-6006
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 Status | Approved |
|---|---|
| Firm CRD# | 114968 |
| SEC# | 801-61758 |
| Assets Managed by Firm | $549,792,235 |
| No. of Clients | 1209 |
| No. of Advisors | 11 |
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 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 |
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