Element Squared Private Wealth
SEC RegisteredRedefining Wealth Management Excellence
About the firm
Element Squared Private Wealth distinguishes itself in the competitive world of financial management through its unique approach and unwavering commitment to client success.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Portfolio analysis and comparison, retirement planning, 401(k) rollover to IRA, fee reduction on investments, and investment advisory services.
Who they serve
Investment clients, including those seeking retirement planning, portfolio analysis, and management of old 401(k) and IRA accounts.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 to $499,999 | 1.70% |
| $500,000 to $999,999 | 1.50% |
| $1,000,000 to $2,499,999 | 1.25% |
| $2,500,000 and above | 1.00% |
Data as of September 15, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Element Squared Private Wealth has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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