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ELEMENT POINTE FAMILY OFFICE

MIAMI, FL · CRD 282750 · IAPD ↗ · elementpointe.com · (786) 655-9790

$1.22BRegulatory AUM
9Advisory reps
11Employees
1Clients
26-50Planning clients
1Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
April 2026 — ELEMENT POINTE FAMILY OFFICE crossed $1B in regulatory AUM ($854.5M -> $1.22B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
67
April 2025 — ELEMENT POINTE FAMILY OFFICE reports 26-50 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
November 2024 — ELEMENT POINTE FAMILY OFFICE notice-filed in CT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
April 2024 — ELEMENT POINTE FAMILY OFFICE reported RAUM up 31% ($636.7M -> $836.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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