ELEMENT WEALTH, LLC
SEC RegisteredARE YOU IN YOUR ELEMENT?
About the firm
Element Wealth, LLC (EW) is an investment adviser registered with the Securities and Exchange Commission (SEC). Their service model is built upon a holistic view of financial planning, putting together the unique elements of income, growth, and guarantees so clients can feel comfortable about their financial future.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement income planning, Social Security optimization, financial planning, asset management, and legacy planning.
Who they serve
People preparing for retirement or recently retired, as well as successful individuals planning for the next generation, including those with career pressures, family obligations, and those seeking to make a financial impact.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 530 | $185M |
| High Net Worth Individuals | 122 | $347M |
| Charitable Organizations | 76 | $188M |
| State/Municipal Entities | 3 | — |
| Insurance Companies | 8 | — |
| Sovereign Wealth Funds | 1 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
12 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Non-Retirement: First $1,000,000 | 1.00% |
| Non-Retirement: Next $4,000,000 | 0.75% |
| Non-Retirement: Over $5,000,000 | 0.50% |
| Retirement Plans $5,000,000 and under | 1.00% |
| Retirement Plans over $5,000,000 | 0.75% |
Data as of March 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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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 WEALTH, LLC 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.