ELEMENT SQUARED PRIVATE WEALTH
ELEMENT SQUARED LLC Legal Name
Adviser information for ELEMENT SQUARED PRIVATE WEALTH last updated from Form ADV on March 12th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Minnesota, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 5 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 396 | $106.5M |
| Non-Discretionary | 0 | $0 |
| Total | 396 | $106.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 360 | $68.3M |
| HNW Individuals | 36 | $38.2M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 11-25 |
Services
| Advisory Services | Portfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-128607 |
|---|---|
| SEC ERA File Number | 801-128607 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 311284 |
| Legal Entity Identifier | None |
Principal Office
60 SOUTH SIXTH STREETSUITE 2900
MINNEAPOLIS
MN
United States
BY APPOINTMENT, BY APPOINTMENT
Tel: 612-325-5920, Fax: None
Chief Compliance Officer
DREW SWEETMAN
MANAGING MEMBER
60 SOUTH SIXTH STREET
SUITE 2900
MINNEAPOLIS
MN
United States
Tel:
(612) 325-5920
D************@********************M
(Full email address available in API data)
Industry Affiliates
| ELEMENT INSURANCE LLC | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SWEETMAN, DREW, M | Individual | – | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | 08/2020 | > 75% |