Element Wealth Management Revenue

Financial Services • Walnut Creek, California, United States • 1-10 Employees

Element Wealth Management revenue & valuation

Annual revenue	$598,885
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,000,000
Total funding	No funding

Key Contact at Element Wealth Management

Tiffany Shaver

Director Of Client Services

Company overview

Headquarters	1211 Newell Ave, Suite 120, Walnut Creek, CA - California 94596-5238, US
Phone number	+1254339533
Website	elementwm.com
NAICS	52
SIC	736
Keywords	Etfs, IRA, 403(B), Options, Structured Products, Pension Plans, Retirement Planning, Estate And Trust Planning, Mutual Funds, 401(K), Divorce Planning, TSP, Long-Term Care, Universal Life Insurance, 529 Plans, Reits, Ilits, Roth, 401K Distribution Options, Educational Iras, Guided Wealth Portfolios, Individual Stock, Small Business 401(K) Plans, Term-Life, Utmas, Unit Investment Trusts (Uits)
Employees	1-10
Socials

Element Wealth Management Email Formats

Element Wealth Management uses 1 email format. The most common is {first initial} (e.g., j@elementwm.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@elementwm.com	100%

About Element Wealth Management

Element Wealth Management was founded with a simple philosophy; to bring the pieces of your financial life together by creating a plan that’s all about you. We start with a personal in-depth interview to discover who you are as an investor and a human being. We then analyze your assets, liabilities and cash flow and develop recommendations. The last step is to put your plan in motion. Once you have your plan, we will continue to provide ongoing support and help as long as you need. Chris J. Held and Cortland L. Golightly are Registered Representatives with, and securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, MN, NV, NY, OH, OR, TN, TX, WA, WI. CA Insurance Lic #0E56816 & #0G20453 Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Director

Intern

Employees by Department

Element Wealth Management has 5 employees across 2 departments.

Departments

Number of employees

Funding Data

Element Wealth Management has never raised funding before.

Element Wealth Management Tech Stack

Discover the technologies and tools that power Element Wealth Management's digital infrastructure, from frameworks to analytics platforms.

Modernizr

JavaScript libraries

reCAPTCHA

Security

Google Maps

Maps

Afterpay

Buy now pay later

HubSpot Analytics

Analytics

Stimulus

JavaScript frameworks

HSTS

Security

Google Analytics

Analytics

Adobe Fonts

Font scripts

Squarespace Commerce

Ecommerce

Google Tag Manager

Tag managers

GoDaddy

Hosting

Frequently asked questions

Element Wealth Management is located in Walnut Creek, California, US.

You can reach Element Wealth Management at +1254339533.

Element Wealth Management generates an estimated annual revenue of $598,885. This revenue figure reflects the company's market position and business performance in its industry.

Element Wealth Management has an estimated valuation of $2,000,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Element Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Element Wealth Management

Tiffany Shaver

Director Of Client Services

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