Element Wealth LLC

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Assets, Funds, Holdings

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Element Wealth LLC
CRD #114968
SEC #801-61758
CIK #0001802743
AUM $253.1 MM (85% Disc, 100% US, 2020-06-23)
Employees 8 (38% Investors, 0% Brokers)
Phone601-957-6006
Address800 Woodlands Pky
Ridgeland, MS 39157
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
3002401801206002003200920152021
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 674,750.0 1.3
FB 378,590.0 0.7
JPM 324,630.0 0.5
STWD 5,430.0 0.5
 
 
 
 
 
 
 
Holdings by Sector ($MM)
1008060402002019201920202021
Type Form D Funds Date Sold ($MM) AUM ($MM)
HF Woodridge Equity Partners LP [2012-03-21] 15.0 12.3
Form D Directors # Filings # Firms 2011 - 2021
Barry Smith 8
Roger Davis 4
Danny Williams 2
Woodridge Capital Advisors LLC 1
William Clark Smith 1
EDGAR Form CIK 2011 - 2021
13F-HR [0001802743]
Comparable Firms State AUM ($BB)
Salem Partners Advisors LLC
CA 0.3
GEM Asset Management LLC
MI 0.3
Krueger & Catalano Capital Partners LLC
TX 0.3
American Asset Management Inc
FL 0.3
SAM Advisors LLC
CA 0.2
American Alpha Advisors LLC
NY 0.2
Pacific Asset Management LLC
WA 0.2
Vizcaya Capital LLC
FL 0.2
Strategic Income Group LLC
AZ 0.2
Lavaca Capital LLC
TX 0.2
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