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ELEMENT SQUARED PRIVATE WEALTH

MINNEAPOLIS, MN · CRD 311284 · IAPD ↗ · elementsquared.com · 612-325-5920

$203.5MRegulatory AUM
6Advisory reps
7Employees
0Clients
11-25Planning clients
0Private funds
30States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
October 2026 — ELEMENT SQUARED PRIVATE WEALTH notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
25
March 2026 — ELEMENT SQUARED PRIVATE WEALTH changed its website from elementsquaredllc.com to elementsquared.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
50
March 2026 — ELEMENT SQUARED PRIVATE WEALTH notice-filed in AL, MA, MD, MO, NJ, OR, TN, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
66
February 2025 — ELEMENT SQUARED PRIVATE WEALTH reported RAUM up 58% ($106.5M -> $168.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
75
February 2025 — ELEMENT SQUARED PRIVATE WEALTH now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
50
January 2025 — ELEMENT SQUARED PRIVATE WEALTH notice-filed in AZ, CT, IN, LA, NY, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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