Element Pointe Family Office
Financial planning in Miami, FL
SEC registeredNo commissions reported
Public-record details
- Address
- 333 Se 2nd Ave, Suite 2520, Miami, FL 33131
- Phone
- (786) 655-9790
- Listed under
- Financial planning, Flat / fixed fees, % of assets managed
- Legal name
- Element Pointe Advisors, LLC
- CRD number
- 282750
- Registration
- SEC registered since 2016-02-10
- Compensation (Form ADV 5.E)
- Percentage of assets under management; Fixed fees; Performance-based fees; Other (Reporting Fees for Family Office Clients)
- Commissions
- None reported (Form ADV Item 5.E)
- Services (Form ADV 5.G)
- Financial planning; Portfolio management for individuals/small businesses; Selection of other advisers
- Regulatory assets under management
- $1.2 billion
- Accounts managed
- 412
- Clients reported (Form ADV 5.D)
- 54
- Individual / high-net-worth clients
- 0 / 52
- Employees
- 11
- Other business activities (Form ADV 6.A)
- None reported
- Disclosures reported on Form ADV
- None reported
- Latest Form ADV filing
- 2026-07-30
Read the official record
- SEC IAPD summary for CRD 282750 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
- FINRA BrokerCheck — look up the individual advisers at this firm.
- Firm website (as listed on Form ADV)
All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.
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