ELEMENT SQUARED LLC
DBA: ELEMENT SQUARED PRIVATE WEALTH
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $203.5M |
| Discretionary | $203.5M100% of AUM |
| Client Accounts | 478 |
| Avg Account Size | $426K |
| Employees | 7 |
| Peak AUM | $203.5MFeb 2026 |
| AUM CAGR | +30.9% /yrover 3 yrs · 10 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $203M | +20.9% | +30.9% | — | |
| Discretionary AUM | $203M | ||||
Key Metrics
| Total AUM | $203.5M |
| Discretionary | $203.5M |
| Employees | 7 |
| Client Accounts | 478 |
| Client Range | 11-25 |
Contact & Location
Address
60 SOUTH SIXTH STREET
MINNEAPOLIS MN 55402
Phone
612-325-5920
Filing History
10 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$203M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported