Element Wealth Management
Financial Services
1211 Newell Ave
7 employees
TOTAL
- Employees
- 7
Element Wealth Management Overview
- Headquarters
- 1211 Newell Ave
- Website
- www.elementwm.com
- Industry
- Financial Services
- Employees
- 7
- Stock Symbol
- TOTAL
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
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.
Element Wealth Management Contact Details
- People in AeroLeads
- 4
Element Wealth Management Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Chris J. Held, Cfp®, Crps® | Managing Partner - Private Wealth | San Francisco Bay Area, United States |
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|
| Ryan A. Chand | Private Wealth Advisor at Ewm - I | Walnut Creek, California, United States |
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|
| Kim Knight | Administrative Assistant at Element |
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|
| Tiffany Shaver | Director of Client Services at Element | Walnut Creek, California, United States |
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|
Employees by Management Level
Individual contributor
2 profiles
Director
1 profile
Associate / junior
1 profile
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