Dakota
Dakota
Book a Demo
Talk to an Expert

Element Wealth Advisors

EST. AUM
$450,000,000

CONTACTS

CLIENT ACCOUNTS
171

Firm Details

Metro area Atlanta
CRD Number
Website elementwealthadvisors.com
Client types

Overview

Element Wealth Advisors is an Atlanta-based investment adviser offering comprehensive financial planning and investment management to individuals, families, retirees, and business owners. Founded by Managing Partners Todd Mitman and Jeremy Reese, the firm manages approximately $450M in client assets. It was acquired by Bluespring Wealth Partners (Kestra Holdings) in June 2026 as Bluespring's sixth acquisition of 2026, joining its national network of planning-first RIAs. Element Wealth was previously affiliated with Kestra Financial.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy