Element Wealth, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

114968

SEC number

801-61758

Firm type

RIA

Assets under management

$743.7M as of Mar 23, 2026

Website

www.myelementwealth.com ↗

Phone

601-957-6006

Address

800 Woodlands Pky, Ridgeland, MS, 39157

Advisors at this firm

12 in our index · page 1 of 1

• James Paul BaileyCRD 2696064 · Ridgeland, MS
  IA RegisteredRegistration inactive
• Laura Elizabeth Brame CerraCRD 5749646 · Laurel, MS
  IA Registered
• Andrew Edward GayCRD 5624627 · Ridgeland, MS
  IA Registered
• Lance Stephen HeislerCRD 5442113 · Theodore, AL
  IA Registered
• David Satterfield MorseCRD 1395730 · Ridgeland, MS
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Juli-Ann Lenora MarquetteCRD 7435494 · Ridgeland, MS
  IA Registered
• Jeremy Martin NelsonCRD 6835755 · Ridgeland, MS
  IA Registered
• Sarah Robinson PehlerCRD 7768547 · Ridgeland, MS
  IA Registered
• Hayes Anthony PuckettCRD 8176364 · Ridgeland, MS
  IA Registered
• Barry Carl SmithCRD 861681 · Ridgeland, MS
  IA Registered
• Danny Collins WilliamsCRD 2463761 · Ridgeland, MS
  IA Registered
• Jeremy Lewayne YanceyCRD 5524048 · Ridgeland, MS
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.