Element Squared Private Wealth - Investment Advisers

About Element Squared Private Wealth

Element Squared Private Wealth is an investment adviser headquartered in Minneapolis, Minnesota, and does business as Element Squared LLC. It is one of the investment advisers in Minnesota and is included in the directory of US investment advisers. The firm reports about $203.48 million in regulatory assets under management and has seven employees. The firm says it builds each client's portfolio individually, selecting stocks and exchange-traded funds to fit the client's financial goals, risk tolerance and time horizon, and it adjusts those portfolios as circumstances change. It describes itself as a fiduciary, meaning it is legally and ethically bound to act in clients' best interests. Its services include comprehensive financial planning and retirement planning for investment clients. A significant part of the firm's public material focuses on retirement. It explains the considerations in rolling a 401(k) from a former employer into an individual retirement account (IRA), including fees and investment choice, and it offers to review existing portfolios for returns, volatility and efficiency. Note: only two link slots were provided, so the text includes two links rather than the three to five requested.

Key Facts

Assets Under Management

$203.48M

Employees

7

SEC File Number

801-128607