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Element Wealth, LLC

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Company Details

Name: Element Wealth, LLC
Jurisdiction: MISSISSIPPI
Business Type: Limited Liability Company
Status: Good Standing
Effective Date: 09 Jan 2006 (19 years ago)
Business ID: 884452
ZIP code: 39157
County: Madison
State of Incorporation: MISSISSIPPI
Principal Office Address: 800 Woodlands Pkwy Ste 201Ridgeland, MS 39157
Historical names: Woodridge Capital Portfolio Management, LLC
Southern Capital Management, LLC

Agent

Name Role Address
Ross & Yerger Insurance, Inc. Agent 100 Vision Dr, Suite 100, Jackson, MS 39211

Member

Name Role Address
Dudley Wooley Member 100 Vision Dr, Suite 100, Jackson, MS 39211
Jacob Haralson Member 100 Vision Dr, Suite 100, Jackson, MS 39211

President

Name Role Address
Dudley Wooley President 100 Vision Dr, Suite 100, Jackson, MS 39211

Other

Name Role Address
Jacob Haralson Other 100 Vision Dr, Suite 100, Jackson, MS 39211

Central Index Key

A CIK (Central Index Key) number is a unique identifier assigned by the U.S. Securities and Exchange Commission (SEC) to companies that: Are publicly traded on U.S. stock exchanges, File reports with the SEC.

Note: Having a CIK number indicates that: The company is registered with the SEC, Files regular financial reports (like 10-K, 10-Q), Must comply with federal securities laws and regulations, Has public shareholders, Makes financial information publicly available through SEC's EDGAR database.

CIK number:
0001802743
Phone:
601-957-6006

Latest Filings

Form type:
13F-HR
File number:
028-19903
Filing date:
2025-04-29
File:
Form type:
13F-HR
File number:
028-19903
Filing date:
2025-02-03
File:
Form type:
13F-HR
File number:
028-19903
Filing date:
2024-10-23
File:
Form type:
13F-HR
File number:
028-19903
Filing date:
2024-08-08
File:
Form type:
N-PX
File number:
028-19903
Filing date:
2024-07-26
File:

Form 5500 Series

Employer Identification Number (EIN):
204821221
Plan Year:
2023
Number Of Participants:
10
Sponsors Telephone Number:
Plan Year:
2023
Number Of Participants:
9
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
8
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
7
Sponsors Telephone Number:
Plan Year:
2014
Number Of Participants:
5
Sponsors Telephone Number:

Filings

Type Status Filed Date Description
Annual Report LLC Filed 2025-01-14 Annual Report For Element Wealth, LLC
Amendment Form Filed 2025-01-14 Amendment For Element Wealth, LLC
Annual Report LLC Filed 2024-01-30 Annual Report For Element Wealth, LLC
Annual Report LLC Filed 2023-01-19 Annual Report For Element Wealth, LLC
Annual Report LLC Filed 2022-03-04 Annual Report For Element Wealth, LLC
Annual Report LLC Filed 2022-01-12 Annual Report For Element Wealth, LLC
Annual Report LLC Filed 2021-11-17 Annual Report For Element Wealth, LLC
Annual Report LLC Filed 2021-01-26 Annual Report For Element Wealth, LLC
Annual Report LLC Filed 2020-11-27 Annual Report For Element Wealth, LLC
Annual Report LLC Filed 2020-01-23 Annual Report For Element Wealth, LLC

USAspending Awards / Financial Assistance

Date:
2020-04-16
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
132400.00
Total Face Value Of Loan:
132400.00

Paycheck Protection Program

Date Approved:
2020-04-16
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
132400
Current Approval Amount:
132400
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
133209.11

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Date of last update: 05 May 2025

Sources: Company Profile on Mississippi Secretary of State Website