Element Squared Private Wealth
Firm details
- Headquarters
- Minneapolis, Minnesota
- CRD number
- 311284
- Registered since
- August 21, 2023
- Website
- www.elementsquaredllc.com
- Custodians
- FIDELTIY
- Fee structure
- Percentage of AUM
- Client types
- HNWI53.43%
- Individuals46.57%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Element Squared Private Wealth is an independent, owner-operated registered investment adviser that reports SEC registration in 2023. The firm serves primarily individual and family clients and charges fees based on a percentage of assets under management. Its principal advisory services are financial planning and discretionary portfolio management for individuals and small businesses. The firm is not listed as a capital allocator, does not position itself as an active ESG investor, and does not describe pension consulting or multi-state advisory activity in its disclosures.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities65%
- Public Funds/Mutual Funds32%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1
Drew Sweetman
Founder & CIOCRD 5193178
Contacts
3 of 5
Jacob Abbott
Wealth AdvisorCRD 8187112
Chad Rusten
Vice PresidentCRD 2357867
Wyatt Schuster
Senior Wealth AdvisorCRD 7730680
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 13Active vs passive
$123M in ETFs
57%
$70.2M
9%
$53M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INNOVATOR GROWTH-100 POWER BUFFER ETF - MARCH (NMAR) | Innovator | $38.9M | 1,323,926 | 31.57% |
Location
Minneapolis, MN
Hennepin
Location
Minneapolis, MN
Headquartered in Minneapolis, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Hennepin
- Address
- 60 S 6th St
- Time zone
- CT (UTC-6)
- Office locations
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