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- Custodian
- Betterment · Charles Schwab & Company · Fidelity/NFS · Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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
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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 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Private Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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