ELEMENT WEALTH, LLC

ELEMENT WEALTH, LLC of RIDGELAND, MS is an SEC-registered investment adviser (CRD 114968). Regulatory assets under management: $743.7M.

Registration

Business model

Compensation: % of AUM, Fixed, Commissions.

Clients served: Individuals, High net worth, Pensions, Other.

Officers, owners & control persons (6)

NameRoleLocation
Juli-Ann Lenora MarquetteOPERATIONS MANAGER/CHIEF COMPLIANCE OFFICER—
SMITH BARRY CARLOWNER; OWNER/CHIEF COMPLIANCE OFFICER; PARTNER/CHIEF COMPLIANCE OFFICER—
SMITH WILLIAM CLARKOWNER; PARTNER—
WILLIAMS DANNY COLLINSOWNER; PARTNER—
DAVIS ROGER CLAYTONOWNER; PARTNER—
Nelson Jeremy MartinPARTNER—

Disclosures (2)

InitiatedTypeAllegationsStatusAmount
—regulatory———

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