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Bank / Wealth / TrustRIA · CRD 311284SEC-Registered

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Element Squared Private Wealth

Element Squared Private Wealth was established in 2020, founded in Minneapolis against the backdrop of a historic shift toward independent registered...

Overview

Element Squared Private Wealth was established in 2020, founded in Minneapolis against the backdrop of a historic shift toward independent registered investment advisers. Its formation was contemporaneous with a wave of wirehouse breakaway teams, though the firm has not publicly detailed its founding team or specific lineage. The entity operates as a fee-only fiduciary serving individuals, high-net-worth families, and related trusts. The firm's stated capabilities span investment advisory services, financial planning, portfolio management, retirement planning, and broad investment management. Its geographic focus centers on Minnesota and the Upper Midwest, with client relationships built around comprehensive wealth management rather than transactional brokerage. Element Squared has not disclosed named portfolio companies, proprietary fund structures, or co-investment vehicles. Headquartered in Minneapolis, the firm has not published team size, AUM figures, or the identity of its principals. No philanthropic foundations, adjacent operating businesses, or external club memberships are associated with Element Squared in the public record. Given its founding in 2020, the firm's operations span just over half a decade, with no dated operational events or strategic pivots confirmed in the last 24 months. Element Squared's structural posture is that of a classic boutique RIA — small, local, and private — operating without the visibility or institutional scale that attracts GP co-investment, family-office peer benchmarking, or allocator scrutiny. This minimalist market footprint, combined with its founding during a period of mass adviser migration to independence, positions it within the broad, fragmented universe of solo and small-team wealth managers serving a defined geographic radius. That lack of differentiation is itself the structural note: the firm does not appear to compete on brand, scale, or alternative-asset access, but on proximity and personal fiduciary relationships.

General information

Firm type

Bank / Wealth / Trust

Year founded

2020

Location

Region

North America

Country

United States

City

Minneapolis

Corporate office

Minneapolis, MN, United States

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