Element Wealth, LLC

Element Wealth, LLC (CRD# 114968) is a financial advisory firm headquartered in Ridgeland, MS. They manage $193,896,171 in 502 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    194
    MILLION
  • Total Number of Accounts
    502
    ACCOUNTS
  • Average Account Value
    $386,247
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, FL, LA, MS, TN, TX

Financial Advisors at Element Wealth, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Wilson W. Dallas
CRD#: 6942188
Flowood, MS 39232

Wilson Dallas (CRD# 6942188) is an Investment Advisor Representative working at Element Wealth, LLC in Flowood, MS and has 1 year of experience in the finance industry.

2
Andrew E. Gay
CRD#: 5624627
Ridgeland, MS 39157

Andrew Gay (CRD# 5624627) is an Investment Advisor Representative working at Element Wealth, LLC in Ridgeland, MS and has over 11 years of experience in the finance industry.

3
Jeremy M. Nelson
CRD#: 6835755
Ridgeland, MS 39157

Jeremy Nelson (CRD# 6835755) is an Investment Advisor Representative working at Element Wealth, LLC in Ridgeland, MS and has over 2 years of experience in the finance industry.

4
Barry C. Smith
CRD#: 861681
Ridgeland, MS 39157

Barry Smith (CRD# 861681) is an Investment Advisor Representative working at Element Wealth, LLC in Ridgeland, MS and has over 30 years of experience in the finance industry.

5
Danny C. Williams
CRD#: 2463761
Ridgeland, MS 39157

Danny Williams (CRD# 2463761) is an Investment Advisor Representative working at Element Wealth, LLC in Ridgeland, MS and has over 25 years of experience in the finance industry. Danny Williams has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Jeremy L. Yancey
CRD#: 5524048
Ridgeland, MS 39157

Jeremy Yancey (CRD# 5524048) is an Investment Advisor Representative working at Element Wealth, LLC in Ridgeland, MS and has over 11 years of experience in the finance industry.

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