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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Legacy focusBeacon capital +more
- Established Date
- 10-06-2020
- Office Locations
- 2
Office Locations
About Element Wealth Advisors
Element (ElementRisk.com) is an independent insurance and planning firm serving families and businesses with personal and commercial coverage, employee benefits, and retirement/financial planning built around risk assessment and risk-management strategy. Public filings also indicate investment planning/asset management with asset allocation using mutual funds, ETFs, and fixed income. Footprint includes 10 offices across Pennsylvania and Virginia and 60+ insurance professionals.
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Owner & Executives
Andrew G Mudalel
Chief Compliance Officer
- CRD
- #8168073
- Ownership
- Less than 5%
Joseph Marlyn Wildasin
President
- CRD
- #6921038
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,353,472 | -- |
| Non-Discretionary | $106,531 | -- |
| Total | $18,460,003 | -- |
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Separately Managed Accounts
Total SMA Asset: $18,460,003
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,843,613,665 | 34.0% |
| Equity - Exchange | $580,196,065 | 10.7% |
| Municipal Bonds | $1,171,236,917 | 21.6% |
| Cash | $1,827,346,486 | 33.7% |
| Total | $5,422,393,133 | 100.0% |