Element Wealth, Llc
Ridgeland, Mississippi
Element Wealth, LLC, based out of Ridgeland, MS, is a leading investment advisory firm serving a diverse clientele. With over 280 individual clients and an impressive $449,639,000 in assets under management, they have established themselves as a trusted partner in wealth management. As a small firm with a single office, Element Wealth, LLC delivers personalized and tailored financial solutions to meet the unique needs of their clients. Their expertise extends beyond investment advisory services, as they also serve as an insurance broker or agent, providing comprehensive coverage options to safeguard their clients' financial inte...
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Assets Under Mgmt

$449.64M

Investment Professionals

3

Locations

0

% 401K & Individual

45%

% Discretionary

79%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Commissions
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
Other: INSURANCE
Other Business Activities
Insurance broker or agent
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