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Elemental Wealth Advisors, LLC

Elemental Wealth Advisors, LLC. CRD 304854

Elemental Wealth Advisors, LLC logo

CRD: 304854

Elemental Wealth Advisors, LLC

SAN Luis Obispo, CA, 93401
8057098977
www.elementalwealthadvisors.com
$9.4M Total AUM
$9.4M Disc. AUM
-- 3Y CAGR
1 Employees
31 ADV. Clients
7 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
--
Established Date
09-01-2018
Office Locations
1

Office Locations

3591 Sacramento Drive Suite 106 SAN Luis Obispo CA

About Elemental Wealth Advisors, LLC

Elemental Wealth Advisors, LLC provides education-led financial planning and investment management for individuals, with guidance across budgeting, debt, insurance, taxes, retirement and estate planning. The firm also supports implementation of participant-directed retirement plans, emphasizing collaborative, step-by-step client understanding. Custody is through Charles Schwab.

Team overview

38 AVG AGE
$9.4M AVG AUM / ADVISOR
$304.3K AVG AUM / CLIENT
7.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age

Insights

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Asset Classes

Prime Ridge peak Timber Unison zenith

Custodian

Fusion optima

Investment Themes

Beacon Atlas foundation Element frontier

Investment Vehicles

Signal

Platform

Signal

Services

Vertex Beacon Glacier vector Catalyst Timber Optima Quantum north

Owner & Executives

DANIEL MICHAEL HERRON

DANIEL MICHAEL HERRON

Advisor, Chief Compliance Officer, PRINCIPAL

CRD
#5234959
Ownership
75% or more
(540) 219-8263
summit.insight@frontiercapital.com
in linkedin.com/in/oak-bridge
M

Michelle Welshons

PRINCIPAL

CRD
--
Ownership
10% but less than 25%
(490) 205-9530
momentum.beacon@timbercapital.com
in linkedin.com/in/frontier-optima
F

Frontier horizon

Momentum legacy

CRD
#43876
Ownership
46.7%
(849) 838-8563
north.crest@momentumcapital.com
in linkedin.com/in/zenith-legacy

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $9,434,470 --
Non-Discretionary $0 --
Total $9,434,470 --

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Separately Managed Accounts

Total SMA Asset: $9,434,470

$9.4M Total SMA
Public Funds:
100.0%
Asset class Assets Assets %
Public Funds $5,597,598,551 100.0%
Total $5,597,598,551 100.0%

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