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Elemental Wealth Advisors, LLC CRD 304854
$9.43M regulatory AUM 16 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3591 Sacramento Drive Suite 106, San Luis Obispo, CA 93401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-15 |
| TX | RA | APPROVED_RES | 2022-01-07 |
| LA | RA | APPROVED | 2019-11-14 |
Branch Locations
3591 Sacramento Drive Suite 106, San Luis Obispo, CA 93401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Elemental Wealth Advisors Llc | San Luis Obispo | CA | 09/2018 | Present |
| Bbfs Inc | San Luis Obispo | CA | 02/2017 | Present |
| Caliber Accounting And Tax | Pismo Beach | CA | 11/2015 | 11/2016 |
| Wacker Wealth Partners | San Luis Obispo | CA | 11/2015 | 11/2016 |
Daniel Herron is currently employed as a principal at BBFS, Inc.. This activity accounts for approximately 50% of their time. Additionally, he is employed as a owner of BB Payroll, Inc. This activity accounts for approximately 1% of their time. Lastly, he is a consultant for Reconcile Money, a startup company. This activity accounts for approximately 1% of their time.
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