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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Oak vital
- Established Date
- 12-22-2020
- Office Locations
- 1
Office Locations
About Element Squared Private Wealth
Element Squared Private Wealth is a Minneapolis-based RIA serving retail investors with retirement-focused planning and portfolio management. The team specializes in consolidating old 401(k) and IRA accounts and benchmarking portfolios for returns, volatility, and fees. Custodied with Fidelity and supported by Orion and Asset-Map, they build primarily ETF- and public-fund portfolios.
Team overview
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Custodian
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Owner & Executives
DREW M SWEETMAN
Chief Compliance Officer, Chief Investment Officer, Managing Member
- CRD
- #5193178
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
JACOB ABBOTT
--
- CRD
- #8187112
Dominick Alexander Calvin
Wealth Management Advisor
- CRD
- #7579069
Pioneer horizon
Momentum wave matrix
- CRD
- #48538
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $203,482,682 | $425,696 |
| Non-Discretionary | $0 | -- |
| Total | $203,482,682 | $425,696 |
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Separately Managed Accounts
Total SMA Asset: $203,482,682
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,948,437,621 | 46.2% |
| Cash | $2,268,959,827 | 53.8% |
| Total | $4,217,397,448 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FUSION UNISON | BEACON INSIGHT | FAYSP1S8P | WWH | 0.73% | $92,874,402 |
| NORTH SIGNAL SIGNAL | BEACON INSIGHT | JCQ97AAHN | LDDR | 3.68% | $74,365,971 |
| SUMMIT PEAK BEACON | RADIAL MOMENTUM | 0PLQOVEPD | LOAPU | 3.47% | $90,553,629 |
| FOCUS RIDGE BRIDGE | BEACON EAGLE | 4Y1FYYF9F | FOFZJ | 3.74% | $115,124,438 |
| PIONEER TIMBER | VERTEX FUSION | 8R3NYS1P8 | WKENO | 5.90% | $21,467,059 |
| FOCUS RIDGE VERTEX | FOCUS MERIDIAN | O1YDFU4QZ | ROMCG | 3.85% | $115,571,663 |
| SIGNAL MOMENTUM | CAPITAL BRIDGE | SYJ7PKI0J | JCIY | 12.40% | $50,803,694 |
| CATALYST QUANTUM PATHWAY | FRONTIER PEAK | 2N5AJHUTZ | EJLE | 10.96% | $50,359,320 |