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Element Wealth is a investment adviser based in Ridgeland, MS, that holds a 79.2/100 Fidelon TransparencyScore (th percentile), with 13 registered advisors. Score based on public SEC and FINRA filings.

79.2Transparency Score
Bottom45%

Element Wealth

A registered investment adviser with a clean regulatory record.

800 Woodlands Pky, Suite 201, Ridgeland, MS, 39157
601-957-6006Website
Investment AdviserFiduciary
Prep Kit

Fidelon Fact Sheet

Element Wealth, LLC used to be called Woodridge Capital Portfolio Management, LLC. It is an investment adviser in Ridgeland, Mississippi. The firm manages investment portfolios and helps plan for retirement. It also sells insurance products. The firm charges asset-based fees, fixed fees, and commissions on product sales. Its record shows no complaints or fines.

79.2FairBottom 45% of scored firms
How they're paidPaid both ways — ask which applies to your account.
Fees · commissions
Duty to youLegally required to put your interests first.
Registered adviser · fiduciary
Assets under managementAcross 1,759 client accounts.
$743.7M
Firm size
13 advisors
Who holds your moneyThe firm reports it does not hold client funds.
No custody reported
Regulatory recordNo customer complaints, regulatory actions, or fines on file.
Clean — 0 disclosures
Based on live filings from SEC Form ADV and FINRA BrokerCheck. Scored using Fidelon's published methodology. Data as of Apr 2026

Peer Context

Compare Element Wealth to other firms in MS →Find more financial advisors in Mississippi →

Key Findings

Strengths

  • Registered as investment adviser with fiduciary obligation
  • Clean regulatory record — no disclosures, arbitrations, or fines

Things You Should Know

  • Earns commissions when you buy certain products — may influence what gets recommended
  • Fee clarity in the client summary — filings provide less detail than higher-scoring peers in this area

Conflict Audit

Conflict AuditCaution

Our analysis identified 2 potential conflicts of interest in regulatory filings.

✓
Not registered as broker-dealer
⚠
Can earn commissions on product sales
✓
No outside compensation from related parties
✓
No related-party custodian
✓
No performance-based fees
⚠
Also sells insurance — can earn money beyond advisory fees

Source: Form ADV Part 1, Items 6-8; Part 2A, Items 10-14

What this firm says about how it gets paid

“Element’s advisory fees are asset-based. Thus, the more assets there are in your advisory account, the more you will pay in fees. As a result, the firm may have an incentive to encourage you to increase the assets in your account.”
“Although Element receives other benefits and services from its custodians, Element does not receive these pursuant to any formalized arrangement.”

Source: the firm’s own Form CRS, filed 2026-03-23 — quoted directly

Regulatory Events

Next Steps

This firm's score reflects some areas where disclosure could improve. Here's what that means for you.
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Advisor Roster

13 advisors

AdvisorScoreGrade
Danny Collins Williams——
James Paul Bailey——
Barry Carl Smith——
Jeremy Lewayne Yancey——
Andrew Edward Gay——
Laura Elizabeth Brame Cerra——
Lance Stephen Heisler——
Brian Christopher Von Hein Jr.——
Juli-Ann Lenora Marquette——
Sarah Robinson Pehler——

Marketing Brands1 brand

Names advisors at this firm use when marketing to clients

Laura Brame Cerra Cpa, Pllc

Meeting Prep Kit for Element Wealth

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✓Fee structure breakdown
✓Conflict of interest analysis
✓Regulatory track record
✓Fiduciary status check
✓Personalized questions to ask
✓How they compare locally

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Frequently Asked Questions

What does the TransparencyScore measure?

The TransparencyScore measures how clearly and completely an advisor or firm discloses important information in their regulatory filings — things like fees, conflicts of interest, disciplinary history, and business practices. A higher score means better disclosure quality, not better investment performance.

Where does this data come from?

All data comes from public regulatory filings: SEC Form ADV (Parts 1, 2, and 3), FINRA BrokerCheck, and the SEC's Investment Adviser Public Disclosure (IAPD) database. These are official filings that firms and advisors are legally required to submit.

Does a low score mean they're a bad advisor?

Not necessarily. A low score means the firm's public filings are less transparent — they may use vague language about fees, skip details about conflicts, or have a more complex regulatory history. Some excellent advisors work at firms with poor disclosure practices. The score measures the filing, not the person.

How often is this data updated?

Fidelon refreshes data from SEC and FINRA sources on a regular schedule. Form ADV filings are updated annually by firms (with amendments throughout the year), and BrokerCheck data is updated as events are reported. Scores are recalculated after each data refresh.

Can an advisor or firm improve their score?

Yes. Scores are based on what's in public filings. A firm that rewrites its ADV brochure in clearer language, discloses conflicts more specifically, or resolves outstanding regulatory issues will see its score improve at the next refresh. The incentive structure is intentional.

Data Sources

SEC Form ADV Part 1 — Filed Mar 2026SEC Form ADV Part 2ASEC IAPDFINRA BrokerCheck

Scores are generated using Fidelon's published scoring methodology and reflect the quality of public disclosures, not the quality of investment advice. A firm that improves its disclosures will see its score improve. Fidelon does not provide investment advice.

Verify on SEC IAPD

Last scored: · Score version: 3.8 · CRD #114968