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  5. Element Wealth, LLC

Element Wealth, LLC

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

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ELEMENT WEALTH, LLC 401(K) PLAN 2023 204821221 2024-04-30 ELEMENT WEALTH, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 6019576006
Plan sponsor’s address 800 WOODLANDS PARKWAY, SUITE 201, RIDGELAND, MS, 39157
ELEMENT WEALTH, LLC 401(K) PLAN 2023 204821221 2024-04-30 ELEMENT WEALTH, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 6019576006
Plan sponsor’s address 800 WOODLANDS PARKWAY, SUITE 201, RIDGELAND, MS, 39157
ELEMENT WEALTH, LLC 401(K) PLAN 2022 204821221 2023-09-14 ELEMENT WEALTH, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 6019576006
Plan sponsor’s address 800 WOODLANDS PARKWAY, SUITE 201, RIDGELAND, MS, 39157
ELEMENT WEALTH, LLC 401(K) PLAN 2021 204821221 2022-09-28 ELEMENT WEALTH, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 6019576006
Plan sponsor’s address 800 WOODLANDS PARKWAY, SUITE 201, RIDGELAND, MS, 39157
WOODRIDGE CAPITAL PORTFOLIO MANAGEMENT, LLC 401(K) PLAN 2014 204821221 2015-07-17 WOODRIDGE CAPITAL PORTFOLIO MANAGEMENT, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-06-01
Business code 523900
Sponsor’s telephone number 6019576006
Plan sponsor’s address 800 WOODLANDS PARKWAY, SUITE 201, RIDGELAND, MS, 39157

Signature of
Role Plan administrator
Date 2015-07-17
Name of individual signing BARRY SMITH
Valid signature Filed with authorized/valid electronic signature
WOODRIDGE CAPITAL PORTFOLIO MANAGEMENT, LLC 401(K) PLAN 2014 204821221 2015-07-17 WOODRIDGE CAPITAL PORTFOLIO MANAGEMENT, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-06-01
Business code 523900
Sponsor’s telephone number 6019576006
Plan sponsor’s address 800 WOODLANDS PARKWAY, SUITE 201, RIDGELAND, MS, 39157

Signature of
Role Plan administrator
Date 2015-07-17
Name of individual signing BARRY SMITH
Valid signature Filed with authorized/valid electronic signature
WOODRIDGE CAPITAL PORTFOLIO MANAGEMENT, LLC 401(K) PLAN 2013 204821221 2014-08-12 WOODRIDGE CAPITAL PORTFOLIO MANAGEMENT, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-06-01
Business code 523900
Sponsor’s telephone number 6019576006
Plan sponsor’s address 800 WOODLANDS PARKWAY, SUITE 201, RIDGELAND, MS, 39157

Signature of
Role Plan administrator
Date 2014-08-12
Name of individual signing BARRY SMITH
Valid signature Filed with authorized/valid electronic signature
WOODRIDGE CAPITAL PORTFOLIO MANAGEMENT, LLC 401(K) PLAN 2012 204821221 2013-09-23 WOODRIDGE CAPITAL PORTFOLIO MANAGEMENT, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-06-01
Business code 523900
Sponsor’s telephone number 6019576006
Plan sponsor’s address 800 WOODLANDS PARKWAY, SUITE 201, RIDGELAND, MS, 39157

Signature of
Role Plan administrator
Date 2013-09-23
Name of individual signing BARRY SMITH
Valid signature Filed with authorized/valid electronic signature
WOODRIDGE CAPITAL PORTFOLIO MANAGEMENT, LLC 401(K) PLAN 2011 204821221 2012-10-12 WOODRIDGE CAPITAL PORTFOLIO MANAGEMENT, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-06-01
Business code 523900
Sponsor’s telephone number 6019576006
Plan sponsor’s address 800 WOODLANDS PARKWAY, SUITE 201, RIDGELAND, MS, 39157

Plan administrator’s name and address
Administrator’s EIN 204821221
Plan administrator’s name WOODRIDGE CAPITAL PORTFOLIO MANAGEMENT, LLC
Plan administrator’s address 800 WOODLANDS PARKWAY, SUITE 201, RIDGELAND, MS, 39157
Administrator’s telephone number 6019576006

Signature of
Role Plan administrator
Date 2012-10-12
Name of individual signing BARRY SMITH
Valid signature Filed with authorized/valid electronic signature
WOODRIDGE CAPITAL PORTFOLIO MANAGEMENT, LLC 401(K) PLAN 2010 204821221 2011-07-26 WOODRIDGE CAPITAL PORTFOLIO MANAGEMENT, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-06-01
Business code 523900
Sponsor’s telephone number 6019576006
Plan sponsor’s address 800 WOODLANDS PARKWAY, SUITE 201, RIDGELAND, MS, 39157

Plan administrator’s name and address
Administrator’s EIN 204821221
Plan administrator’s name WOODRIDGE CAPITAL PORTFOLIO MANAGEMENT, LLC
Plan administrator’s address 800 WOODLANDS PARKWAY, SUITE 201, RIDGELAND, MS, 39157
Administrator’s telephone number 6019576006

Signature of
Role Plan administrator
Date 2011-07-26
Name of individual signing BARRY SMITH
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2010/10/08/20101008130755P040005772050001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2007-06-01
Business code 523900
Sponsor’s telephone number 6019576006
Plan sponsor’s address 800 WOODLANDS PARKWAY, SUITE 201, RIDGELAND, MS, 39157

Plan administrator’s name and address
Administrator’s EIN 204821221
Plan administrator’s name WOODRIDGE CAPITAL PORTFOLIO MANAGEMENT, LLC
Plan administrator’s address 800 WOODLANDS PARKWAY, SUITE 201, RIDGELAND, MS, 39157
Administrator’s telephone number 6019576006

Signature of
Role Plan administrator
Date 2010-10-08
Name of individual signing BARRY SMITH
Valid signature Filed with authorized/valid electronic signature

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

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

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
2907847203 2020-04-16 0470 PPP 800 Woodlands Pkwy, Suite 201, RIDGELAND, MS, 39157
Loan Status Date 2021-01-16
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 132400
Loan Approval Amount (current) 132400
Undisbursed Amount 0
Franchise Name -
Lender Location ID 40010
Servicing Lender Name Renasant Bank
Servicing Lender Address 209 Troy St, TUPELO, MS, 38804-4827
Rural or Urban Indicator U
Hubzone Y
LMI N
Business Age Description Existing or more than 2 years old
Project Address RIDGELAND, MADISON, MS, 39157-0002
Project Congressional District MS-03
Number of Employees 8
NAICS code 711410
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 40010
Originating Lender Name Renasant Bank
Originating Lender Address TUPELO, MS
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 133209.11
Forgiveness Paid Date 2020-12-15

Related by officers

Dudley Wooley

JACKSON PREPARATORY SCHOOL, INC. CLIFTON PLANTATION HUNTING PRESERVE, INC. W.E. JONES, L.L.C. Vision Finance LLC Element RM, LLC

Jacob Haralson

Element RM, LLC

Related by address

No related companies by address

Date of last update: 20 Mar 2025

Sources: Mississippi Secretary of State

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