Element Wealth, LLC
● SEC registered since 2003CRD 114968SEC# 801-61758Ridgeland, MS
Reg. AUM
$743.7M
Employees
15
Accounts
1,759
Location
Ridgeland, MS
Element Wealth, LLC assets under management
Element Wealth, LLC is an SEC-registered investment adviser based in Ridgeland, MS. The firm has been registered since 2003. It reports $743.7 million in regulatory assets under management and employs 15 people.
Element Wealth, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Juli-Ann Lenora Marquette Control | Operations Manager/Chief Compliance Officer | Under 5% | 2025 |
| Ross & Yerger Insurance, Inc. | Owner | Over 75% | 2023 |
Frequently asked questions
How much does Element Wealth, LLC manage?
Element Wealth, LLC reports $743.7 million in regulatory assets under management on its Form ADV.
How many employees does Element Wealth, LLC have?
Element Wealth, LLC reports 15 employees.
Where is Element Wealth, LLC located?
Element Wealth, LLC is based in Ridgeland, MS and has been SEC-registered since 2003.
Does Element Wealth, LLC disclose fund performance?
Element Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 800 Woodlands Pky, Suite 201, Ridgeland, MS 39157 |
| Phone | 601-957-6006 |
| Fax | 601-957-6986 |
| Office hours | 8:00-4:30p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$743.7M▲ 35%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 39%
Larger than 61% of 16,271 advisers
EmployeesTop 30%
More than 70% of 16,825 advisers
Assets under management
$743.7Mregulatory AUM
Discretionary $524.1MNon-discretionary $219.6M