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Firm profile

Element Wealth, LLC

RIDGELAND, MSCRD 114968Latest ADV March 23, 2026

Element Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Ridgeland, MS. Its latest Form ADV filing, dated March 23, 2026, reports $744M in regulatory assets under management, 15 employees, and 1,759 accounts.

Assets Under Management
$744M
Employees
15
Offices
--
Total Clients
743
Primary office
RIDGELAND, MS
800 WOODLANDS PKY, SUITE 201, RIDGELAND, MS, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOJuli-ann L. Marquette

Advisory services offered

4 types reported
Financial Planning Services
Other advisory services
Pension consulting services

Fee models offered

3 types reported
Asset based fees
Commissions
Fixed fees
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 71.3% of total clients.
Top client categories% of clientsClients
1
Individuals
71.3%
530
2
HNWI
16.4%
122
3
Pension Plans
10.2%
76
4
Other Advisers
1.1%
8
5
Charitable
0.4%
3
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Insurance companies<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$744Mas of March 23, 2026
Discretionary70.5%
$524M
70% of total RAUM70.5%
Non-discretionary29.5%
$220M
30% of total RAUM29.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$744M
Total Accounts1,759
10Y AUM Change+$619M (+494.2%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees15
Clients per Employee50:1
10Y Employee Change+11 (+275.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.