Element Squared Private Wealth
Firm details
- Headquarters
- Minneapolis, Minnesota
- CRD number
- 311284
- Registered since
- August 21, 2023
- Website
- www.elementsquaredllc.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- 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, SEC-registered registered investment adviser organized as an LLC and owned by an individual. The firm serves primarily individual and family clients, charging fees as a percentage of assets under management. Its advisory work centers on financial planning and portfolio management for individuals and small businesses. The adviser is not positioned as a capital allocator, does not identify as an active ESG investor, and reports single-state operations rather than a multi-state advisory footprint.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities95%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1
Drew Sweetman
Founder & CIOCRD 5193178
Contacts
3 of 5
Chad Rusten
Vice PresidentCRD 2357867
Curtis Myran
Vice President, InvestmentsCRD 6099449
Dominick Calvin
DirectorCRD 7579069
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 15Active vs passive
$149M in ETFs
59%
$88.6M
7%
$60.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INNOVATOR GROWTH-100 POWER BUFFER ETF - MARCH (NMAR) | Innovator | $41.7M | 1,293,733 | 27.93% |
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
Similar firms
Thomas Leo Advisory, LLC
RIAMinneapolis, MN
Piper Heartland Healthcare Capital, LLC
RIAMinneapolis, MN
PSC Capital Partners LLC
RIAMinneapolis, MN
Epiq Partners, LLC
RIAMinneapolis, MN
Trademark Financial Management, LLC
RIAMinneapolis, MN
Caissa Wealth Strategies
RIAMinneapolis, MN