Element Wealth, LLC

Overview

Element Wealth, LLC is an SEC registered investment adviser based in Ridgeland, MS, registered since 2003. It reports $744M in assets under management across 1,759 accounts, with 15 employees. It has 13 investment adviser representatives.

Reported AUM

$744M

Discretionary

70%

Accounts

1,759

Average account

$423K

Employees

15

Advisory reps

13

Registered since

2003

Jurisdictions

9

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Pension Consulting

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Insurance Companies
• Other Investment Advisors
• Pension/Profit Sharing Plan

Fee structure

Commissions, Fixed Fees and Percentage of Assets

Executive officers 1 of 1

• Juli-Ann Lenora Marquette Operations Manager, Chief Compliance Officer CRD 7435494

Advisory reps 3 of 13

• James Paul Bailey Insurance Agent · Investment Adviser Rep CRD 2696064
• Laura Elizabeth Brame Cerra Investment Adviser Rep CRD 5749646
• Andrew Edward Gay Insurance Agent · Investment Adviser Rep CRD 5624627

10 more advisory reps, with emails, phones and branch locations

Location

Headquarters

800 Woodlands Pkwy Ste 201
Ridgeland, MS 39157

County

Madison

Metro area

Jackson, MS

Region

South

Registrations

• SEC registered
• Registered in 9 jurisdictions
• Website: myelementwealth.com

Every state, with registration dates

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