Element Wealth, LLC
Element Wealth, LLC is an SEC-registered wealth manager in Ridgeland, MS with $743.7M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Element Wealth, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 114968, SEC 801-61758, data through 2026-03-23.
- AUM (assets under management / regulatory AUM)
- $743.7M (2026-03-23)
- Firm type
- Wealth Manager
- Location
- Ridgeland, MS
- Employees
- 15
- Clients
- 734
- CRD
- 114968
- Ownership
- SMITH, WILLIAM, CLARK; SMITH, BARRY, CARL; WILLIAMS, DANNY, COLLINS; DAVIS, ROGER, CLAYTON; Nelson, Jeremy, Martin
How much AUM does Element Wealth, LLC have?
Element Wealth, LLC reported $743.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-23).
Who owns Element Wealth, LLC?
Disclosed owners and executives of Element Wealth, LLC include SMITH, WILLIAM, CLARK, SMITH, BARRY, CARL, WILLIAMS, DANNY, COLLINS, DAVIS, ROGER, CLAYTON, Nelson, Jeremy, Martin. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.