# ELEMENT WEALTH, LLC

ELEMENT WEALTH, LLC of RIDGELAND, MS is an SEC-registered investment adviser.

## Registration

- CRD: 114968
- Type: SEC-registered investment adviser
- SEC file number: 801-61758
- Location: 800 WOODLANDS PKY, SUITE 201, RIDGELAND, MS, 39157
- Phone: 601-957-6006
- Latest filing: 2026-03-23
- Regulatory AUM: $743.7M
- Discretionary AUM: $524.1M
- Non-discretionary AUM: $219.6M
- Clients: 15
- Accounts: 1,759

## Business model

- Compensation: % of AUM, Fixed, Commissions
- Clients served: Individuals, High net worth, Pensions, Other

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Juli-Ann Lenora Marquette | OPERATIONS MANAGER/CHIEF COMPLIANCE OFFICER | — |
| SMITH BARRY CARL | OWNER; OWNER/CHIEF COMPLIANCE OFFICER; PARTNER/CHIEF COMPLIANCE OFFICER | — |
| SMITH WILLIAM CLARK | OWNER; PARTNER | — |
| WILLIAMS DANNY COLLINS | OWNER; PARTNER | — |
| DAVIS ROGER CLAYTON | OWNER; PARTNER | — |
| Nelson Jeremy Martin | PARTNER | — |


## Disclosures (2)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/114968/brochure
- Similar advisers: https://search.stillhousedata.com/firm/114968/similar
- Related entities: https://search.stillhousedata.com/firm/114968/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/114968

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.