Element Wealth, LLC - Investment Advisers

About Element Wealth, LLC

Element Wealth, LLC is an investment adviser headquartered at 800 Woodlands Parkway in Ridgeland, Mississippi. The firm is registered with the U.S. Securities and Exchange Commission and reports about $743.66 million in regulatory assets under management and 15 employees. Its profile is included among investment advisers in Mississippi. The firm's services are aimed at people who are nearing retirement or have already retired. It helps clients understand their current financial position and how much they may need, and it presents options so clients can weigh the trade-offs in financial decisions. It also works with established clients on planning for the next generation, including how their assets and charitable interests can continue after them. The firm states that it does business only in states where it is registered or where an exemption applies, and that it does not provide legal, accounting, or tax advice. Its disclosures note that SEC registration does not imply endorsement or a particular level of skill, that past performance does not predict future results, and that investing in securities involves risk of loss. Firms of this type are also listed in the directory of US investment advisers.

Key Facts

Assets Under Management

$743.66M

Employees

15

SEC File Number

801-61758