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 registered investment adviser organized as an LLC and registered with the SEC in 2023. The firm is owner-operated and focuses on individual and family clients, delivering financial planning and portfolio management services for individuals and small businesses. Its fees are charged as a percentage of assets under management. The firm does not identify as an active ESG investor, is not structured as a multi-state adviser or pension consultant, and does not act as a capital allocator or related adviser to other firms.
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 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
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