| 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 |
Element Wealth, LLC reports $641.9 million in regulatory assets under management on its Form ADV.
Element Wealth, LLC reports 14 employees.
Element Wealth, LLC is based in Ridgeland, MS and has been SEC-registered since 2003.
Element Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $431.9M |
| Non-discretionary | $210M |
| Total (RAUM) | $641.9M |