RIA Intel›Advisers›California›ELEMENTAL WEALTH ADVISORS, LLC

ELEMENTAL WEALTH ADVISORS, LLC

Advisory

SAN LUIS OBISPO, CA

Data as of Jan 13, 2026 · Source: SEC Form ADV

Rank in CA
#4,692
of 5,480 advisers by AUM
Average account
$214K
across 44 accounts
AUM per adviser
$9M
1 advisers

Source: SEC Form ADV. Figures as filed Jan 13, 2026.

Total AUM
$9M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$9M
Discretionary AUM$9M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients15
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, LA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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