# Elemental Wealth Advisors, LLC

> Elemental Wealth Advisors, LLC is a state-registered investment advisory firm in San Luis Obispo, CA, registered since 2019, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 13, 2026.

- CRD: 304854
- Filed as: ELEMENTAL WEALTH ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Luis Obispo, CA
- Filing period: October 2026
- Form ADV filing dated: January 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/304854
- AdvisorCensus page: https://advisorcensus.com/firm/elemental-wealth-advisors-llc-san-luis-obispo-ca-304854

## Quick answers

**How is Elemental Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Elemental Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Elemental Wealth Advisors, LLC located?**
Elemental Wealth Advisors, LLC's principal office is in San Luis Obispo, CA, according to its Form ADV.

**Is Elemental Wealth Advisors, LLC registered with the SEC or a state?**
Elemental Wealth Advisors, LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 304854.

**How much does Elemental Wealth Advisors, LLC manage?**
Elemental Wealth Advisors, LLC reports $9,434,470 in regulatory assets under management in its Form ADV filing dated January 13, 2026 (100% discretionary).

**What types of clients does Elemental Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (15).

**Does Elemental Wealth Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/304854

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $9,434,470
- Discretionary: $9,434,470
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 15 | $8,173,346 |
| Corporations or other businesses not listed above | Fewer than 5 | $1,261,124 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2019 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, LA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- elementalwealthadvisors.com
- LinkedIn @69294579

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Elemental Wealth Advisors, LLC (CRD 304854): Form ADV filing data as of October 2026.