$29.5M Total AUM
$29.5M Disc. AUM
-- 3Y CAGR
1 Employees
21 ADV. Clients
2 yrs Firm Age
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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-12-2024
- Office Locations
- 1
Office Locations
-- Papillion NE
About ARC Element Wealth Design
Arc Element Wealth Design is an independent, fiduciary advisory firm founded by CFP® Eric Horne. The firm delivers comprehensive planning and tax-smart investing, coordinating tax, estate, and investment strategies for disciplined savers, business owners, and financially independent retirees focused on building, preserving, and enjoying meaningful wealth. Custodied on Altruist.
Team overview
41 AVG AGE
$29.5M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
2.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Investment Themes
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Investment Vehicles
Available
Services
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Technology
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Owner & Executives
ERIC SCOTT HORNE
Managing Member
- CRD
- #5031285
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $29,544,625 | -- |
| Non-Discretionary | $0 | -- |
| Total | $29,544,625 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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