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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Mississippi
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 14, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Marquette, Juli-Ann, Lenora | I | OPERATIONS MANAGER/CHIEF COMPLIANCE OFFICER | NA | Control |
| Marquette, Juli-Ann, Lenora | I | OPERATIONS MANAGER/CHIEF COMPLIANCE OFFICER | NA | Control |
| Marquette, Juli-Ann, Lenora | I | OPERATIONS MANAGER/CHIEF COMPLIANCE OFFICER | NA | Control |
| Marquette, Juli-Ann, Lenora | I | OPERATIONS MANAGER/CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, BARRY, CARL | I | PARTNER/CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, BARRY, CARL | I | PARTNER/CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, BARRY, CARL | I | PARTNER/CHIEF COMPLIANCE OFFICER | NA | Control |
| ROSS & YERGER INSURANCE, INC. | DE | OWNER | E | |
| ROSS & YERGER INSURANCE, INC. | DE | OWNER | E | |
| ROSS & YERGER INSURANCE, INC. | DE | OWNER | E | |
| ROSS & YERGER INSURANCE, INC. | DE | OWNER | E | |
| ROSS & YERGER INSURANCE, INC. | DE | OWNER | E | |
| ROSS & YERGER INSURANCE, INC. | DE | OWNER | E | |
| ROSS & YERGER INSURANCE, INC. | DE | OWNER | E | |
| SMITH, BARRY, CARL | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| SMITH, BARRY, CARL | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, ROGER, CLAYTON | I | PARTNER | C | Control |
| DAVIS, ROGER, CLAYTON | I | PARTNER | C | Control |
| DAVIS, ROGER, CLAYTON | I | PARTNER | C | Control |
| DAVIS, ROGER, CLAYTON | I | PARTNER | C | Control |
| DAVIS, ROGER, CLAYTON | I | PARTNER | C | Control |
| DAVIS, ROGER, CLAYTON | I | PARTNER | C | Control |
| DAVIS, ROGER, CLAYTON | I | PARTNER | C | Control |
| DAVIS, ROGER, CLAYTON | I | PARTNER | C | Control |
| DAVIS, ROGER, CLAYTON | I | PARTNER | C | Control |
| DAVIS, ROGER, CLAYTON | I | PARTNER | C | Control |
| DAVIS, ROGER, CLAYTON | I | PARTNER | C | Control |
| DAVIS, ROGER, CLAYTON | I | PARTNER | C | Control |
| DAVIS, ROGER, CLAYTON | I | PARTNER | C | Control |
| DAVIS, ROGER, CLAYTON | I | PARTNER | C | Control |
| DAVIS, ROGER, CLAYTON | I | PARTNER | C | Control |
| DAVIS, ROGER, CLAYTON | I | PARTNER | C | Control |
| DAVIS, ROGER, CLAYTON | I | PARTNER | C | Control |
| Nelson, Jeremy, Martin | I | PARTNER | C | Control |
| Nelson, Jeremy, Martin | I | PARTNER | C | Control |
| Nelson, Jeremy, Martin | I | PARTNER | C | Control |
| Nelson, Jeremy, Martin | I | PARTNER | C | Control |
| Nelson, Jeremy, Martin | I | PARTNER | C | Control |
| Nelson, Jeremy, Martin | I | PARTNER | C | Control |
| Nelson, Jeremy, Martin | I | PARTNER | C | Control |
| Nelson, Jeremy, Martin | I | PARTNER | C | Control |
| SMITH, BARRY, CARL | I | PARTNER/CHIEF COMPLIANCE OFFICER | C | Control |
| SMITH, BARRY, CARL | I | PARTNER/CHIEF COMPLIANCE OFFICER | C | Control |
| SMITH, BARRY, CARL | I | PARTNER/CHIEF COMPLIANCE OFFICER | C | Control |
| SMITH, BARRY, CARL | I | PARTNER/CHIEF COMPLIANCE OFFICER | C | Control |
| SMITH, BARRY, CARL | I | PARTNER/CHIEF COMPLIANCE OFFICER | C | Control |
| SMITH, BARRY, CARL | I | PARTNER/CHIEF COMPLIANCE OFFICER | C | Control |
| SMITH, BARRY, CARL | I | PARTNER/CHIEF COMPLIANCE OFFICER | C | Control |
| SMITH, BARRY, CARL | I | PARTNER/CHIEF COMPLIANCE OFFICER | C | Control |
| SMITH, BARRY, CARL | I | PARTNER/CHIEF COMPLIANCE OFFICER | C | Control |
| SMITH, BARRY, CARL | I | PARTNER/CHIEF COMPLIANCE OFFICER | C | Control |
| SMITH, BARRY, CARL | I | PARTNER/CHIEF COMPLIANCE OFFICER | C | Control |
| SMITH, BARRY, CARL | I | PARTNER/CHIEF COMPLIANCE OFFICER | C | Control |
| SMITH, BARRY, CARL | I | PARTNER/CHIEF COMPLIANCE OFFICER | C | Control |
| SMITH, BARRY, CARL | I | PARTNER/CHIEF COMPLIANCE OFFICER | C | Control |
| SMITH, BARRY, CARL | I | PARTNER/CHIEF COMPLIANCE OFFICER | C | Control |
| SMITH, BARRY, CARL | I | PARTNER/CHIEF COMPLIANCE OFFICER | C | Control |
| SMITH, BARRY, CARL | I | PARTNER/CHIEF COMPLIANCE OFFICER | C | Control |
| SMITH, BARRY, CARL | I | PARTNER/CHIEF COMPLIANCE OFFICER | C | Control |
| SMITH, BARRY, CARL | I | PARTNER/CHIEF COMPLIANCE OFFICER | C | Control |
| SMITH, BARRY, CARL | I | PARTNER/CHIEF COMPLIANCE OFFICER | C | Control |
| SMITH, BARRY, CARL | I | PARTNER/CHIEF COMPLIANCE OFFICER | C | Control |
| SMITH, BARRY, CARL | I | PARTNER/CHIEF COMPLIANCE OFFICER | C | Control |
| SMITH, BARRY, CARL | I | PARTNER/CHIEF COMPLIANCE OFFICER | C | Control |
| SMITH, BARRY, CARL | I | PARTNER/CHIEF COMPLIANCE OFFICER | C | Control |
| SMITH, BARRY, CARL | I | PARTNER/CHIEF COMPLIANCE OFFICER | C | Control |
| SMITH, BARRY, CARL | I | PARTNER/CHIEF COMPLIANCE OFFICER | C | Control |
| SMITH, BARRY, CARL | I | PARTNER/CHIEF COMPLIANCE OFFICER | C | Control |
| SMITH, BARRY, CARL | I | PARTNER/CHIEF COMPLIANCE OFFICER | C | Control |
| SMITH, BARRY, CARL | I | PARTNER/CHIEF COMPLIANCE OFFICER | C | Control |
| SMITH, BARRY, CARL | I | PARTNER/CHIEF COMPLIANCE OFFICER | C | Control |
| SMITH, BARRY, CARL | I | PARTNER/CHIEF COMPLIANCE OFFICER | C | Control |
| SMITH, BARRY, CARL | I | PARTNER/CHIEF COMPLIANCE OFFICER | C | Control |
| SMITH, BARRY, CARL | I | PARTNER/CHIEF COMPLIANCE OFFICER | C | Control |
| SMITH, BARRY, CARL | I | PARTNER/CHIEF COMPLIANCE OFFICER | C | Control |
| SMITH, WILLIAM, CLARK | I | PARTNER | C | Control |
| SMITH, WILLIAM, CLARK | I | PARTNER | C | Control |
| SMITH, WILLIAM, CLARK | I | PARTNER | C | Control |
| SMITH, WILLIAM, CLARK | I | PARTNER | C | Control |
| SMITH, WILLIAM, CLARK | I | PARTNER | C | Control |
| SMITH, WILLIAM, CLARK | I | PARTNER | C | Control |
| SMITH, WILLIAM, CLARK | I | PARTNER | C | Control |
| SMITH, WILLIAM, CLARK | I | PARTNER | C | Control |
| SMITH, WILLIAM, CLARK | I | PARTNER | C | Control |
| SMITH, WILLIAM, CLARK | I | PARTNER | C | Control |
| SMITH, WILLIAM, CLARK | I | PARTNER | C | Control |
| SMITH, WILLIAM, CLARK | I | PARTNER | C | Control |
| SMITH, WILLIAM, CLARK | I | PARTNER | C | Control |
| SMITH, WILLIAM, CLARK | I | PARTNER | C | Control |
| SMITH, WILLIAM, CLARK | I | PARTNER | C | Control |
| SMITH, WILLIAM, CLARK | I | PARTNER | C | Control |
| WILLIAMS, DANNY, COLLINS | I | PARTNER | C | Control |
| WILLIAMS, DANNY, COLLINS | I | PARTNER | C | Control |
| WILLIAMS, DANNY, COLLINS | I | PARTNER | C | Control |
| WILLIAMS, DANNY, COLLINS | I | PARTNER | C | Control |
| WILLIAMS, DANNY, COLLINS | I | PARTNER | C | Control |
| WILLIAMS, DANNY, COLLINS | I | PARTNER | C | Control |
| WILLIAMS, DANNY, COLLINS | I | PARTNER | C | Control |
| WILLIAMS, DANNY, COLLINS | I | PARTNER | C | Control |
| WILLIAMS, DANNY, COLLINS | I | PARTNER | C | Control |
| WILLIAMS, DANNY, COLLINS | I | PARTNER | C | Control |
| WILLIAMS, DANNY, COLLINS | I | PARTNER | C | Control |
| WILLIAMS, DANNY, COLLINS | I | PARTNER | C | Control |
| WILLIAMS, DANNY, COLLINS | I | PARTNER | C | Control |
| WILLIAMS, DANNY, COLLINS | I | PARTNER | C | Control |
| WILLIAMS, DANNY, COLLINS | I | PARTNER | C | Control |
| WILLIAMS, DANNY, COLLINS | I | PARTNER | C | Control |
| WILLIAMS, DANNY, COLLINS | I | PARTNER | C | Control |
| WILLIAMS, DANNY, COLLINS | I | PARTNER | C | Control |
| WILLIAMS, DANNY, COLLINS | I | PARTNER | C | Control |
| WILLIAMS, DANNY, COLLINS | I | PARTNER | C | Control |
| WILLIAMS, DANNY, COLLINS | I | PARTNER | C | Control |
| WILLIAMS, DANNY, COLLINS | I | PARTNER | C | Control |
| WILLIAMS, DANNY, COLLINS | I | PARTNER | C | Control |
| WILLIAMS, DANNY, COLLINS | I | PARTNER | C | Control |
| WILLIAMS, DANNY, COLLINS | I | PARTNER | C | Control |
| WILLIAMS, DANNY, COLLINS | I | PARTNER | C | Control |
| WILLIAMS, DANNY, COLLINS | I | PARTNER | C | Control |
| WILLIAMS, DANNY, COLLINS | I | PARTNER | C | Control |
| WILLIAMS, DANNY, COLLINS | I | PARTNER | C | Control |
| WILLIAMS, DANNY, COLLINS | I | PARTNER | C | Control |
| WILLIAMS, DANNY, COLLINS | I | PARTNER | C | Control |
| WILLIAMS, DANNY, COLLINS | I | PARTNER | C | Control |
| WILLIAMS, DANNY, COLLINS | I | PARTNER | C | Control |
| WILLIAMS, DANNY, COLLINS | I | PARTNER | C | Control |
Registrations
Federal
IA
May 14, 2025 REGISTERED
Notice Filings (8)
AL CA FL LA MS NC TN TX
Address
800 WOODLANDS PKYSUITE 201
RIDGELAND, MS 39157
United States
Phone: 601-957-6006