ELEMENT SQUARED LLC

CRD

311284

SEC file #

801-128607

EIN

852827159

DBA names

Element Squared Private Wealth

Economics

AUM

$203.5M

AUM band

$100M-$500M

AUM trajectory

'25 · $168.3M

'26 · $203.5M

'25'26

$168.3M → $203.5M▲ +21%

sec adv history

Client mix

Individuals Other	397
Individuals High Net Worth	81

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'25 · 6 advisors

'26 · 6 advisors

'25'26

6 advisors → 6 advisors▬ 0%

sec adv history

Primary office

MINNEAPOLIS MN

Branches

—

Custodian & Brokerage

Primary custodian

Fidelitylow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individuals

Fee basis

% of AUM

Filings

Latest ADV filing

02/27/2026

ADV-W filed at

—

Website

elementsquared.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

SWEETMAN, DREW, M

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

SWEETMAN, DREW, M

Solo Advisor Indicator

Succession Risk Solo Owner

Yes

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

ELEMENTSQUARED.COM

Rdap Domain Creation Date

2023-06-01T18:17:28Z

Rdap Firm Age Years

Rdap Firm Age Band

<5y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0002086643

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2025-10-07

Edgar Last Filing Date

2026-04-23

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-04-23

Accession0002086643-26-000002

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Fidelity	4
E*trade	4

adv brochure

Edgar Addresses

Mailing

60 SOUTH 6TH ST SUITE #2900MINNEAPOLIS, MN 55402

Business

60 SOUTH 6TH ST SUITE #2900MINNEAPOLIS, MN 55402

Edgar EIN

852827159

Edgar Recent Filings

13F-HR2026-04-23 · 0002086643-26-000002

13F-HR2026-01-20 · 0002086643-26-000001

Firm Has Custody

Mailing Office Differs

Rdap Domain Expiration Date

2026-06-01T18:17:28Z

Rdap Domain Last Changed

2025-12-16T21:41:28Z

Rdap Nameservers

Ns03.domaincontrol.comNs04.domaincontrol.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Top Owner CRD

5193178

Trust Company Affiliate