ELEMENT WEALTH, LLC
CRD #114968 SEC #801-61758 RIDGELAND, MS 601-957-6006
SEC Registered
Total AUM
$641.9M
Discretionary
$431.9M
Employees
14
Clients
101
Accounts
1,572
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $641.9M | $431.9M | $210M | 14 | 0 |
| Mar 2025 | $641.9M | $431.9M | $210M | 14 | 0 |
| Jan 2025 | $549.8M | $385.2M | $164.6M | 11 | 0 |
| Mar 2024 | $549.8M | $385.2M | $164.6M | 11 | 0 |
| Sep 2023 | $449.6M | $353.5M | $96.2M | 11 | 0 |
| Mar 2023 | $449.6M | $353.5M | $96.2M | 11 | 0 |
| Mar 2022 | $419.1M | $300.3M | $118.8M | 11 | 0 |
| Mar 2021 | $318.7M | $272.7M | $46M | 8 | 0 |
| Jun 2020 | $253.1M | $215.6M | $37.5M | 8 | 0 |
| Mar 2020 | $253.1M | $215.6M | $37.5M | 8 | 0 |
| Sep 2019 | $193.9M | $183.5M | $10.4M | 8 | 502 |
| Mar 2019 | $193.9M | $183.5M | $10.4M | 8 | 502 |
| Jan 2019 | $144.4M | $135.1M | $9.2M | 7 | 358 |
| Sep 2018 | $144.4M | $135.1M | $9.2M | 7 | 358 |
| Jun 2018 | $144.4M | $135.1M | $9.2M | 7 | 358 |
| May 2018 | $144.4M | $135.1M | $9.2M | 7 | 358 |
| May 2018 | $144.4M | $135.1M | $9.2M | 7 | 358 |
| Mar 2018 | $144.4M | $135.1M | $9.2M | 4 | 358 |
| Jan 2017 | $125.1M | $125.1M | $0 | 4 | 260 |
| Feb 2016 | $127.5M | $119.9M | $7.6M | 6 | 260 |
| Sep 2015 | $162.4M | $162.4M | $0 | 8 | 260 |
| Jul 2015 | $162.4M | $162.4M | $0 | 8 | 260 |
| Feb 2015 | $162.4M | $162.4M | $0 | 8 | 260 |
| Jan 2015 | $162.4M | $162.4M | $0 | 8 | 260 |
| Mar 2014 | $172.3M | $172.3M | $0 | 8 | 260 |
| Jan 2014 | $142M | $142M | $0 | 7 | 260 |
| Sep 2013 | $142M | $142M | $0 | 7 | 260 |
| Jul 2013 | $142M | $142M | $0 | 7 | 260 |
| Feb 2013 | $142M | $142M | $0 | 7 | 260 |
| Nov 2012 | $148M | $148M | $0 | 7 | 350 |
| Jun 2012 | $148M | $148M | $0 | 1 | 350 |
| Mar 2012 | $148M | $148M | $0 | 1 | 350 |
| Apr 2009 | $115.5M | $115.5M | $0 | 10 | -- |
| Jan 2008 | $127.8M | $116.7M | $11.1M | 5 | -- |
| Jan 2007 | $111M | $100.7M | $10.3M | 5 | -- |
| Jan 2007 | $111M | $100.7M | $10.3M | 5 | -- |
| Feb 2006 | $43.1M | $38.7M | $4.4M | 5 | -- |
| Oct 2005 | $38.7M | $34.4M | $4.3M | 5 | -- |
DateMay 2025
Total AUM$641.9M
Discretionary$431.9M
Non-Disc.$210M
Employees14
Clients0
DateMar 2025
Total AUM$641.9M
Discretionary$431.9M
Non-Disc.$210M
Employees14
Clients0
DateJan 2025
Total AUM$549.8M
Discretionary$385.2M
Non-Disc.$164.6M
Employees11
Clients0
DateMar 2024
Total AUM$549.8M
Discretionary$385.2M
Non-Disc.$164.6M
Employees11
Clients0
DateSep 2023
Total AUM$449.6M
Discretionary$353.5M
Non-Disc.$96.2M
Employees11
Clients0
DateMar 2023
Total AUM$449.6M
Discretionary$353.5M
Non-Disc.$96.2M
Employees11
Clients0
DateMar 2022
Total AUM$419.1M
Discretionary$300.3M
Non-Disc.$118.8M
Employees11
Clients0
DateMar 2021
Total AUM$318.7M
Discretionary$272.7M
Non-Disc.$46M
Employees8
Clients0
DateJun 2020
Total AUM$253.1M
Discretionary$215.6M
Non-Disc.$37.5M
Employees8
Clients0
DateMar 2020
Total AUM$253.1M
Discretionary$215.6M
Non-Disc.$37.5M
Employees8
Clients0
DateSep 2019
Total AUM$193.9M
Discretionary$183.5M
Non-Disc.$10.4M
Employees8
Clients502
DateMar 2019
Total AUM$193.9M
Discretionary$183.5M
Non-Disc.$10.4M
Employees8
Clients502
DateJan 2019
Total AUM$144.4M
Discretionary$135.1M
Non-Disc.$9.2M
Employees7
Clients358
DateSep 2018
Total AUM$144.4M
Discretionary$135.1M
Non-Disc.$9.2M
Employees7
Clients358
DateJun 2018
Total AUM$144.4M
Discretionary$135.1M
Non-Disc.$9.2M
Employees7
Clients358
DateMay 2018
Total AUM$144.4M
Discretionary$135.1M
Non-Disc.$9.2M
Employees7
Clients358
DateMay 2018
Total AUM$144.4M
Discretionary$135.1M
Non-Disc.$9.2M
Employees7
Clients358
DateMar 2018
Total AUM$144.4M
Discretionary$135.1M
Non-Disc.$9.2M
Employees4
Clients358
DateJan 2017
Total AUM$125.1M
Discretionary$125.1M
Non-Disc.$0
Employees4
Clients260
DateFeb 2016
Total AUM$127.5M
Discretionary$119.9M
Non-Disc.$7.6M
Employees6
Clients260
DateSep 2015
Total AUM$162.4M
Discretionary$162.4M
Non-Disc.$0
Employees8
Clients260
DateJul 2015
Total AUM$162.4M
Discretionary$162.4M
Non-Disc.$0
Employees8
Clients260
DateFeb 2015
Total AUM$162.4M
Discretionary$162.4M
Non-Disc.$0
Employees8
Clients260
DateJan 2015
Total AUM$162.4M
Discretionary$162.4M
Non-Disc.$0
Employees8
Clients260
DateMar 2014
Total AUM$172.3M
Discretionary$172.3M
Non-Disc.$0
Employees8
Clients260
DateJan 2014
Total AUM$142M
Discretionary$142M
Non-Disc.$0
Employees7
Clients260
DateSep 2013
Total AUM$142M
Discretionary$142M
Non-Disc.$0
Employees7
Clients260
DateJul 2013
Total AUM$142M
Discretionary$142M
Non-Disc.$0
Employees7
Clients260
DateFeb 2013
Total AUM$142M
Discretionary$142M
Non-Disc.$0
Employees7
Clients260
DateNov 2012
Total AUM$148M
Discretionary$148M
Non-Disc.$0
Employees7
Clients350
DateJun 2012
Total AUM$148M
Discretionary$148M
Non-Disc.$0
Employees1
Clients350
DateMar 2012
Total AUM$148M
Discretionary$148M
Non-Disc.$0
Employees1
Clients350
DateApr 2009
Total AUM$115.5M
Discretionary$115.5M
Non-Disc.$0
Employees10
Clients--
DateJan 2008
Total AUM$127.8M
Discretionary$116.7M
Non-Disc.$11.1M
Employees5
Clients--
DateJan 2007
Total AUM$111M
Discretionary$100.7M
Non-Disc.$10.3M
Employees5
Clients--
DateJan 2007
Total AUM$111M
Discretionary$100.7M
Non-Disc.$10.3M
Employees5
Clients--
DateFeb 2006
Total AUM$43.1M
Discretionary$38.7M
Non-Disc.$4.4M
Employees5
Clients--
DateOct 2005
Total AUM$38.7M
Discretionary$34.4M
Non-Disc.$4.3M
Employees5
Clients--