Element Squared Private Wealth logo

Element Squared Private Wealth

Updated today

Client assets under management

$203,482,682

Clients

478

17% high-net worth

Advisors

6

of 7 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

80

High

Average account size

$425,696

About

Element Squared Private Wealth provides discretionary investment management and financial planning primarily for individual and high‑net‑worth clients. The firm delivers ongoing portfolio management and may prepare comprehensive financial plans at no additional charge.

Investment decisions are implemented through strategic asset allocation across asset classes and a mix of fundamental, technical, and charting analyses, with periodic reviews, rebalancing, and tax‑loss harvesting as warranted. The firm expands client access to non‑traditional investments, including alternative offerings and certain ETF‑based structured strategies, and integrates those holdings into managed portfolios.

Noteworthy aspects include Element Squared’s use of a third‑party alternative investment platform (CAIS) and reliance on CAIS’s initial and ongoing operational and investment due diligence for private offerings, along with disclosures about valuation lag and liquidity differences for such investments. The firm also does not vote client proxies, leaving voting responsibility to clients unless advisory assistance is requested, which is a practice that differs from many peers.

Client services

Financial planning Portfolio management

Expertise

Private / alternative investments College savings (529s, UTMA, etc.) Debt management

Fee options

Percentage

$0 - $499,999: 1.7% annually $500,000 - $999,999: 1.5% annually $1,000,000 - $2,499,999: 1.25% annually $2,500,000+: 1.0% annually

Other

Account minimum: $50,000

Main office location

Element Squared Private Wealth

60 South Sixth Street, Suite 2900

Minneapolis MN 55402, United States

Number of offices

1

Most active in

Alabama · Arizona · California · Colorado · Connecticut · Florida · Georgia · Illinois · Indiana · Iowa · Louisiana · Maryland · Massachusetts · Michigan · Minnesota · Missouri · Nebraska · New Hampshire · New Jersey · New York · North Carolina · Ohio · Oregon · Pennsylvania · Tennessee · Texas · Virginia · Washington · Wisconsin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Drew S

Series 63, Series 66

Minneapolis, MN

Element Squared Private Wealth

Drew Sweetman is a financial advisor at Element Squared Private Wealth in Minneapolis, MN, with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including New York Life Insurance Company and Park Avenue Securities. In addition to his advisory role, he is an insurance agent with Element Insurance LLC. Element Squared Private Wealth provides discretionary asset management and integrated financial planning to individual and high-net-worth clients. The firm uses a combination of fundamental, technical, and charting analysis to build diversified portfolios tailored to clients’ objectives and risk tolerance, offering financial planning as part of the advisory relationship.

Private / alternative investments College savings (529s, UTMA, etc.) Debt management
user avatar

Dominick C

Series 65

Minneapolis, MN

Element Squared Private Wealth

Dominick Calvin is a financial advisor at Element Squared Private Wealth in Minneapolis, MN, holding a Series 65 designation with three years of industry experience. Prior to joining the firm, he was a full-time student for eleven years. Element Squared Private Wealth provides discretionary asset management and integrated financial planning to individual and high-net-worth clients. The firm employs a combination of fundamental, technical, and charting analysis to construct diversified portfolios tailored to client objectives, offering ongoing monitoring and written financial planning as part of its advisory services.

Private / alternative investments College savings (529s, UTMA, etc.) Debt management
user avatar

Wyatt S

Series 65

Minneapolis, MN

Element Squared Private Wealth

Wyatt Schuster is a financial advisor at Element Squared Private Wealth in Minneapolis, MN, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Everywhere Wireless, LLC and Sue & McLean Associates. Element Squared Private Wealth provides discretionary asset management and integrated financial planning to individual and high-net-worth clients, employing a mix of fundamental, technical, and charting analysis to build diversified portfolios tailored to client objectives and risk tolerance. The firm routinely offers financial planning as part of the advisory relationship and incorporates structured “buffer” ETFs and technical methods in its investment approach.

Private / alternative investments College savings (529s, UTMA, etc.) Debt management
user avatar

Jacob A

Series 65

Minneapolis, MN

Element Squared Private Wealth

Jacob Abbott is a financial advisor at Element Squared Private Wealth in Minneapolis, MN, holding a Series 65 designation. He has been with the firm since 2025 and has prior experience working in the hospitality and social gaming sectors, as well as attending the University of Minnesota Duluth. Element Squared Private Wealth provides discretionary asset management and integrated financial planning to individual and high-net-worth clients, employing a combination of fundamental, technical, and charting analysis to build diversified portfolios tailored to client objectives and risk tolerance. Financial planning services are included as part of the advisory relationship, and the firm emphasizes structured “buffer” ETFs and technical methods in its investment approach.

Private / alternative investments College savings (529s, UTMA, etc.) Debt management
user avatar

Chad R

ChFC®, Series 63, Series 66

Minneapolis, MN

Element Squared Private Wealth

Chad Rusten is a financial advisor at Element Squared Private Wealth in Minneapolis, MN, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 23 years of industry experience, with prior roles at Park Avenue Securities, Guardian Life Insurance, Eagle Strategies (NY Life), and Nylife Securities. He also operates as a sole proprietor in insurance sales and services, dedicating approximately 5% of his time to this activity. Element Squared Private Wealth provides discretionary asset management and integrated financial planning to individual and high-net-worth clients. The firm employs a combination of fundamental, technical, and charting analysis to construct diversified portfolios tailored to client objectives, offering financial planning as part of its advisory services.

Private / alternative investments College savings (529s, UTMA, etc.) Debt management
user avatar

Curtis M

Series 63, Series 65

Minneapolis, MN

Element Squared Private Wealth

Curtis Myran is a financial advisor with Element Squared Private Wealth in Minneapolis, MN, holding Series 63 and Series 65 licenses and 12 years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, and New York Life Securities. He has also operated as a sole proprietor since 2013. Element Squared Private Wealth provides discretionary asset management and integrated financial planning to individual and high-net-worth clients, using a combination of fundamental, technical, and charting analysis to construct diversified portfolios tailored to client objectives and risk tolerance. Financial planning is routinely offered as part of the advisory relationship without additional charge.

Private / alternative investments College savings (529s, UTMA, etc.) Debt management
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