Element Pointe Family Office is an SEC registered investment adviser organized as a limited liability company with a primary office location in Miami, FL. Its latest Form ADV filing, dated March 27, 2026, reports $1.2B in regulatory assets under management, 11 employees, and 412 accounts.
Assets Under Management
$1.2B
Employees
11
Offices
--
Total Clients
54
Primary office
MIAMI, FL
333 SE 2ND AVE, SUITE 2520, MIAMI, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 96.3% of total clients.
Top client categories% of clientsClients
1
HNWI
96.3%
52
2
Pooled Investment Vehicles
1.9%
1
3
Pension Plans
1.9%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.2Bas of March 27, 2026
Discretionary95.2%
$1.2B
95% of total RAUM95.2%
Non-discretionary4.8%
$58M
5% of total RAUM4.8%
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$1.2B
Total Accounts412
10Y AUM Change+$1.0B (+572.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee5:1
10Y Employee Change+7 (+175.0%)
* 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.