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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