This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Betterment · Charles Schwab & Company · Fidelity/NFS · Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-24-2003
- Office Locations
- 4
Office Locations
About Element Wealth, LLC
Element Wealth, LLC is an RIA providing planning-led wealth management for people preparing for retirement or recently retired, with a focus on building clarity around “how much is enough,” retirement decisions, and legacy/next-generation impact. Portfolios commonly incorporate public funds and ETFs alongside fixed income and insurance/annuity solutions when appropriate. Works with major custodians such as Schwab and Fidelity and uses platforms like eMoney and Black Diamond.
Reported data analysis
What the numbers show
Between May 14, 2025 and March 23, 2026, reported AUM increased 15.8%, from $641.9M to $743.7M.
Across 5 reported observations, AUM increased 77.5% between March 23, 2022 and March 23, 2026, from $419.1M to $743.7M.
Of the latest reported AUM, 70.5% is discretionary and 29.5% is non-discretionary.
The firm reports 9 advisory representatives and 743 clients, or 82.6 clients per representative. That equates to $1.0M in reported AUM per client.
The profile lists 4 reported office locations and 23 years in operation. The source data was last updated on March 23, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Element Wealth, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Element Wealth, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Juli-Ann Lenora Marquette
Chief Compliance Officer, Investment Advisor Representative, OPERATIONS MANAGER
- CRD
- #7435494
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
Unlock allContacts
JAMES PAUL BAILEY
Investment Advisor Representative
- CRD
- #2696064
LAURA ELIZABETH BRAME CERRA
Owner
- CRD
- #5749646
Showing 2 of 13 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $524,069,532 | $364,443 |
| Non-Discretionary | $219,593,777 | $684,093 |
| Total | $743,663,309 | $422,776 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Element Wealth, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Element Wealth, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.