Data / Investment advisers / Mississippi / Element Wealth, LLC
Element Wealth, LLC, Ridgeland, MS: $744 million AUM, SEC registered investment adviser
Element Wealth, LLC is an SEC registered investment adviser with its main office in Ridgeland, Mississippi and reports $744 million in regulatory assets under management in its Form ADV filed March 23, 2026. Its clients include high net worth individuals, pension and profit sharing plans and individuals. It is paid through a percentage of assets under management, fixed fees and commissions.
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- Registration
- SEC registered investment adviser
- CRD number
- 114968
- SEC file number
- 801-61758
- SEC status
- Approved, effective January 24, 2003
- Main office
- 800 Woodlands Pky Suite 201, Ridgeland, MS 39157
- Phone
- (601) 957-6006
- Website
- myelementwealth.com
- Regulatory AUM
- $743,663,309 in the Form ADV filed March 23, 2026
- Discretionary AUM
- $524,069,532
- Non discretionary AUM
- $219,593,777
- Accounts
- 1,759
- Employees
- 15, of which 9 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, commissions
- Form ADV Item 11 disclosures
- Reported: SEC or CFTC regulatory actions
- Latest Form ADV filing
- March 23, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 122 | $347.1 million |
| Pension and profit sharing plans | 76 | $187.6 million |
| Individuals (other than high net worth individuals) | 530 | $184.7 million |
| Charitable organizations | 3 | $11.1 million |
| Other investment advisers | 8 | $5.8 million |
| Insurance companies | 1 | $4.1 million |
| Corporations or other businesses | 3 | $3.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $743.7 million | March 23, 2026 |
| December 1, 2025 | $641.9 million | May 14, 2025 |
Other advisers in Ridgeland
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Smith Shellnut Wilson | Ridgeland | $6.92 billion | Not listed | adviserinfo.sec.gov |
| The Molpus Woodlands Group, LLC | Ridgeland | $1.83 billion | 9 | adviserinfo.sec.gov |
| Mag Cap | Ridgeland | $1.69 billion | Not listed | adviserinfo.sec.gov |
| Argent Wealth, LLC | Ridgeland | $487.3 million | Not listed | adviserinfo.sec.gov |
| Legacy Wealth Management, LLC | Ridgeland | $458.6 million | Not listed | adviserinfo.sec.gov |
| New Perspectives, Inc. | Ridgeland | $308.7 million | Not listed | adviserinfo.sec.gov |
| Easley Investment Consultants, Inc. | Ridgeland | $223.8 million | Not listed | adviserinfo.sec.gov |
| Davenport Watts & Drake Investment Advisors, LLC | Ridgeland | $157.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Ridgeland, MS
- Investment advisers in Mississippi
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving pension and profit sharing plans
- Element Wealth, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.