Inactive

Sarah Robinson Pehler

Element Wealth, LLC

CRD 7768547

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Employer firm

Element Wealth, LLC CRD 114968

$744M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting
INSURANCE

From the firm’s Form ADV. Read the guides:

Current Employers

Element Wealth, Llc

800 Woodlands Pky Suite 201, Ridgeland, MS 39157 • United States

Current Registrations

Authority	Category	Status	Date
MS	RA	APPROVED	2025-07-03

MS RA
APPROVED

Since 2025-07-03

Branch Locations

800 Woodlands Pky Suite 201, Ridgeland, MS 39157 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Element Wealth Llc	Ridgeland	MS	12/2024	Present
Trustmark National Bank	Ridgeland	MS	12/2023	12/2024
Northwestern Mutual	Ridgeland	MS	07/2023	12/2023
Student	Jackson	MS	08/2005	08/2023

12/2024 → Present

Element Wealth Llc

Ridgeland, MS
12/2023 → 12/2024

Trustmark National Bank

Ridgeland, MS
07/2023 → 12/2023

Northwestern Mutual

Ridgeland, MS
08/2005 → 08/2023

Student

Jackson, MS

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-06-30

S65 Uniform Investment Adviser Law Examination

2025-06-30

View on SEC IAPD

Nearby Firms

SMITH SHELLNUT WILSON

PARK AVENUE SECURITIES LLC

FOCUS PARTNERS WEALTH, LLC

Nearby Investors

WILLIAM CHADWICK MCKEITHEN

Kevin Patrick Fitzsimmons

BELINDA ANN FIELDS

Nearby Offices

SMITH SHELLNUT WILSON · RIDGELAND, MS

PARK AVENUE SECURITIES LLC · RIDGELAND, MS

FOCUS PARTNERS WEALTH, LLC · RIDGELAND, MS

More in Ridgeland, MS

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