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Elements 5 Investment Management

Elements 5 Investment Management. CRD 167731

Elements 5 Investment Management logo

CRD: 167731

Elements 5 Investment Management

Bridgewater, NJ
9084211164
www.elements5.us
$13.8M Total AUM
$13.8M Disc. AUM
-- 3Y CAGR
1 Employees
23 ADV. Clients
13 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Atlas
Established Date
07-10-2013
Office Locations
1

Office Locations

-- Bridgewater NJ

About Elements 5 Investment Management

Elements 5 Investment Management is a Bridgewater, NJ RIA providing customized financial planning plus ongoing advice and discretionary investment management. Portfolios are implemented primarily with ETFs and may include private funds, held at Charles Schwab. Clients get online access to the firm’s planning software portal to share data, view analysis and recommendations, and monitor a plan that updates daily while the firm manages the portfolio.

Team overview

-- AVG AGE
$13.8M AVG AUM / ADVISOR
$599.2K AVG AUM / CLIENT
13 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age

Insights

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Asset Classes

Wave Peak

Client Personas

Quantum Legacy

Custodian

Vector crest

Investment Themes

Insight Timber horizon

Investment Vehicles

Oak

Services

Fusion Momentum foundation Meridian oak Capital Insight Fusion Delta catalyst Harbor Value timber

Technology

Radial

Owner & Executives

D

DAVID BRYAN SCHRAM

Chief Compliance Officer, Managing Member

CRD
#6191719
Ownership
75% or more
(301) 344-1711
oak.crest@pathwaycapital.com
in linkedin.com/in/summit-quantum

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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 $13,782,078 --
Non-Discretionary $0 --
Total $13,782,078 --

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Separately Managed Accounts

Total SMA Asset: $13,782,078

$13.8M Total SMA
Private Funds:
22.3%
Equity - Exchange:
32.6%
Cash:
45.1%
Asset class Assets Assets %
Private Funds $228,618,282 22.3%
Equity - Exchange $334,213,273 32.6%
Cash $462,362,535 45.1%
Total $1,025,194,090 100.0%

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