ELEMENTAL WEALTH ADVISORS, LLC

ELEMENTAL WEALTH ADVISORS, LLC of SAN LUIS OBISPO, CA is an SEC-registered investment adviser (CRD 304854). Regulatory assets under management: $9.4M.

Registration

• CRD: 304854
• Type: Registered investment adviser
• Location: 3591 SACRAMENTO DRIVE SUITE 106, SAN LUIS OBISPO, CA, 93401
• Phone: 805-709-8977
• Latest filing: 2026-01-13
• Regulatory AUM: $9.4M
• Discretionary AUM: $9.4M
• Clients: 1
• Accounts: 44

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 304854 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search