Element Wealth is an investment advisor in Ridgeland with $419.06 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
204821221
SEC advisor number
801-61758
FINRA CRD number
114968
AUM ?
$549.79 mm
(as of 28 Mar 24)
Accounts
1,209
(as of 28 Mar 24)
Employees
11
(3 investment advisory or research)
Address
Element Wealth
800 WOODLANDS PARKWAY
SUITE 201
RIDGELAND
MS 39157
800 WOODLANDS PARKWAY
SUITE 201
RIDGELAND
MS 39157
Phone
601-957-6006
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
1 Feb 24
13F-HR
Quarterly holdings report by institutional manager
8 Nov 23
13F-HR
Quarterly holdings report by institutional manager
7 Aug 23
13F-HR
Quarterly holdings report by institutional manager
3 May 23
13F-HR
Quarterly holdings report by institutional manager
17 Jan 23
13F-HR
Quarterly holdings report by institutional manager
8 Nov 22
13F-HR
Quarterly holdings report by institutional manager
22 Jul 22
13F-HR
Quarterly holdings report by institutional manager
28 Apr 22
13F-HR
Quarterly holdings report by institutional manager
3 Feb 22
13F-HR
Quarterly holdings report by institutional manager
1 Nov 21