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ELEMENTAL WEALTH ADVISORS, LLC
CRD 304854
3591 SACRAMENTO DRIVE SUITE 106, SAN LUIS OBISPO, CA, 93401, United States
Phone
805-709-8977
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$9.4M
Discretionary AUM
$9.4M
Team
1 total employees; 1 advisory reps; 16 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 15 | $8.2M |
All web addresses on file
Official SEC filing: View on IAPD