← Tributary

ELEMENT WEALTH, LLC

RIDGELAND, MS · CRD 114968 · IAPD ↗ · myelementwealth.com · 601-957-6006

$743.7MRegulatory AUM
9Advisory reps
15Employees
0Clients
101-250Planning clients
0Private funds
9States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — ELEMENT WEALTH, LLC notice-filed in GA, NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2026 — ELEMENT WEALTH, LLC grew from 7 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
53
June 2025 — ELEMENT WEALTH, LLC's Item 11 disclosure-reporting entries rose by 1 (0 -> 1).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
45
April 2025 — ELEMENT WEALTH, LLC notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
72
April 2025 — ELEMENT WEALTH, LLC grew from 3 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
61
April 2024 — ELEMENT WEALTH, LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2024 — ELEMENT WEALTH, LLC crossed $500M in regulatory AUM ($449.6M -> $549.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.