Filings through .
Element Wealth LLC
Matched across 3 name variants in the filings
Analytics
Market position · 2024
Plans served8+3 YoYRank #1839 of mapped providers
Assets under administration$647M0.0%Rank #5770 by share of filed assets
Fees received$176,949Median $17,885/planSum across Schedule C direct + indirect
Net wins YoY+23 won - 1 lostPlan-level switch detection
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