Element Wealth Advisors

Overview

Element Wealth Advisors is an independent, domestic limited liability company that acts as a fee-based advisory firm for both individuals/families and institutional clients. The firm operates as a capital allocator and offers financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. Its fee arrangements include percentage-of-AUM charges, fixed fees, and other fee structures. Element does not identify itself as an active ESG investor. Industry connections include an affiliation with an insurance company. Ownership is a mix of a domestic entity and an individual.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices