When it comes to planning for retirement, things can often feel disconnected. How will factors of tomorrow change your decisions today? Thats where we come in. By looking at all the elements that surround your life, we can help put the right pieces together to work toward your long term goals. We are all drawn to the elements of Northern Michiganthe water, the land, the abundance of activity, the sense of community. Its our home. While we share a common interest in our region, our financial lives remain unique and deeply personal. At Element Wealth Management, we work to understand your individual goals and dreams. Through meaningful relationships and on-going planning, were able to provide strategies that support your future and your family.
| Website | http://www.element-wealth.com |
| Revenue | $6.2 million |
| Employees | View employees |
| Address | 12930 S West Bay Shore Dr, Traverse City, Michigan 49684, US |
| Phone | +1 231-486-0804 |
| Industry | Business Services General, Business Services |
| Competitors | Fidelity Investments, Vanguard, Schwab Advisor Services, Raymond James, Merrill Lynch, Edward Jones, LPL Financial, Financial Services Company, Wells Fargo, Morgan Stanley +32 more (view full list) |
| SIC | SIC Code 736 Companies, SIC Code 73 Companies, SIC Code 874 Companies, SIC Code 87 Companies |
| NAICS | NAICS Code 561110 Companies, NAICS Code 5611 Companies, NAICS Code 56 Companies, NAICS Code 56111 Companies, NAICS Code 561 Companies |
Looking for a particular Element Wealth Management employee's phone or email?
Element Wealth Management Questions
The Element Wealth Management annual revenue was $6.2 million in 2026.
Element Wealth Management is based in Traverse City, Michigan.
The NAICS codes for Element Wealth Management are [561110, 5611, 56, 56111, 561].
The SIC codes for Element Wealth Management are [736, 73, 874, 87].
