Elementus Wealth Management
Elementus Wealth Management is a Vancouver, Canada-based independent wealth advisory firm founded in 2006 that provides employee benefits, business succession, and estate planning services to individuals and business owners.
- Company typePrivate
- Founded2006
- HeadquartersVancouver, Canada
- Headcount1–10
- GTM typeB2C
- OfferingServices
Elementus Wealth Management firmographics
Firmographics- Name
- Elementus Wealth Management
- Website
- https://elementuswealth.com
- Company type
- Private
- Founded year
- 2006
- Headcount range
- 1–10 employees
- Short description
- Elementus Wealth Management is a Vancouver, Canada-based independent wealth advisory firm founded in 2006 that provides employee benefits, business succession, and estate planning services to individuals and business owners.
- Ownership category
- akta.pro rank
Elementus Wealth Management industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (52592)
- SIC
- Finance Services (6199)
- akta.pro primary industry
- Business Owner & Executive Financial Planning (FSAEAAAO)
- akta.pro secondary industries
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
Keywords
Where Elementus Wealth Management is headquartered
LocationHeadquarters
- HQ city
- Vancouver
- HQ country
- Canada
- HQ region
- North America
Markets served
Elementus Wealth Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel
Elementus Wealth Management product offering
Product offeringCore offering
Elementus Wealth Management is a Vancouver-based wealth management firm that provides personal financial advisory services, with a stated focus on employee benefits planning, business succession, and estate planning. The firm works with individuals and business owners to structure and manage their wealth across these planning areas.
Differentiator
Problem solved
Functional benefit
Products and services
- Employee Benefits Planning Advisory service that helps clients plan and manage employee benefits as part of their overall wealth strategy. Targeted at individuals and business owners seeking to coordinate benefits decisions with broader financial planning.
- Business Succession Planning Advisory service focused on planning the transition of ownership and management of a client's closely-held business. Aimed at business owners needing succession strategy, often integrated with personal estate and wealth planning.
- Estate Planning Advisory service that supports clients in structuring their estate, including wills, trusts, and related personal wealth transfer arrangements. Targeted at individuals and families seeking coordinated wealth transfer planning.
Companies that use Elementus Wealth Management
Customer profileIdeal customer profiles1 record
Elementus Wealth Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Elementus Wealth Management competitors and assessment
Company assessmentDirect peers
- Nicola Wealth Management: Vancouver-based Canadian independent wealth manager offering discretionary portfolio management, financial planning, and estate services to HNW families and business owners — directly comparable geography and client base.
- Richardson Wealth: Canadian independent wealth management platform focused on HNW families, professionals, and business owners with succession and estate planning services — closely comparable service mix.
- iA Private Wealth: Canadian independent dealer supporting wealth advisors serving HNW clients with planning, investment, and insurance-integrated solutions — comparable independent advisory distribution model.
- Leith Wheeler Investment Counsel: Vancouver-headquartered independent RIA providing discretionary portfolio management and wealth planning to individuals, families, and institutions — directly comparable independent advisor model in the same metro.
- Wellington-Altus Private Wealth: Canadian independent wealth management firm serving HNW clients and business owners with planning, investment, and tax-integrated solutions — comparable independent advisory positioning across Canada.
Broad incumbents
- BMO Private Wealth: BMO's HNW wealth platform offering financial planning, succession, and estate services to Canadian business owners and executives — broad incumbent competitor.
- TD Wealth: Bank-owned wealth arm of TD offering financial planning, private wealth, and estate services to Canadian HNW and business-owner clients — broad incumbent competitor.
- CIBC Wealth Management: Bank-owned wealth platform serving Canadian HNW clients with investment advisory, financial planning, and estate services — broad incumbent in the same market.
- RBC Wealth Management: Canada's largest bank-owned wealth platform with full-service financial planning, estate, and succession services across the country — broad incumbent overlapping the same target client base.
Regional players
- Coast Capital Wealth Management: British Columbia-based credit union-affiliated wealth offering serving local families and business owners with planning and investment services — regional BC overlap in target market.
Market position
Customer concentration
Elementus Wealth Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Elementus Wealth Management leadership team
Management profileNumber of profiles
Elementus Wealth Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Elementus Wealth Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Elementus Wealth Management
What does Elementus Wealth Management do?
Elementus Wealth Management is a Vancouver-based wealth management firm that provides personal financial advisory services, with a stated focus on employee benefits planning, business succession, and estate planning. The firm works with individuals and business owners to structure and manage their wealth across these planning areas.
When was Elementus Wealth Management founded?
Elementus Wealth Management was founded in 2006. It employs 1 to 10 people.
Where is Elementus Wealth Management based?
Elementus Wealth Management is headquartered in Vancouver, Canada, in the North America region.
Who are Elementus Wealth Management's main competitors?
Direct peers on record are Nicola Wealth Management, Richardson Wealth, iA Private Wealth, Leith Wheeler Investment Counsel and Wellington-Altus Private Wealth. Broad incumbents are BMO Private Wealth, TD Wealth, CIBC Wealth Management and RBC Wealth Management. Coast Capital Wealth Management is listed as a regional player.
Does Elementus Wealth Management have an API?
No public API is recorded for Elementus Wealth Management.
What industry is Elementus Wealth Management in?
Elementus Wealth Management's product category is Wealth Management. Its primary akta.pro industry code is FSAEAAAO, Business Owner & Executive Financial Planning, with a secondary code of FSAEABAA, Registered Investment Advisor (RIA) Wealth Management. Its NAICS code is 523940 and its SIC code is 6199.