Element Risk Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Element Risk Wealth Advisors provides discretionary asset management, financial planning, and retirement plan consulting to plan sponsors and other institutional and individual clients. The firm’s advisory services include ERISA plan services for 401(k), 403(b), pension, profit‑sharing, cash‑balance and deferred compensation plans, as well as ongoing portfolio monitoring and financial planning deliverables.
ERWA’s investment process is discretionary and uses methods such as fundamental, technical, charting and cyclical analysis, and the firm may allocate client assets to third‑party managers. When appropriate it recommends and places clients with third‑party managers (including a disclosed referral arrangement with Gradient Investments LLC), acts as a liaison, and monitors TPM performance and suitability on an ongoing basis.
Noteworthy distinctions include a formal pension consulting practice with an option to serve as a limited‑scope ERISA 3(21) fiduciary — a capability that is uncommon among peers — and documented exclusions for certain plan assets (e.g., employer securities, non‑public partnerships, most direct real estate and participant loans). The firm also discloses an affiliation with an insurance business where a principal devotes substantial time and may receive commissions, and it operates as a newly formed, small adviser with no reported assets under management and negotiable fees.
Client services
Occupation focus
Fee options
$2,500 to $5,000 fixed fee for financial planning based on complexity
$0 - $1,000,000: 1.50% annually Over $1,000,000+: 1.00% annually
Main office
See office570 Carlisle St
Hanover PA 17331
Advisors at this office
1
Offices (2)
Most active in
Ohio · Pennsylvania
Also doing business as
Element Risk Wealth Advisors · Element Wealth LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Joseph W
Series 65
Hanover, PA
Element Risk Wealth Advisors
Joseph Wildasin is a financial advisor at Element Wealth Advisors with seven years of industry experience and holds the Series 65 designation. Prior to joining Element Wealth Advisors, he worked at Barrick Financial Inc. and Barrick & Associates, Inc. He is also the owner of Joe's Golf Shop, where he provides golf lessons and club repair services, and serves as a golf coach for the Southwestern School District. Element Wealth Advisors offers discretionary asset management, comprehensive financial planning, and retirement-plan services to individuals, trusts, plan sponsors, and other entities. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to tailor portfolios based on client goals, time horizons, and risk tolerance, and provides ERISA retirement-plan support including fiduciary assistance and participant education.
Andrew M
West Chester, PA
Element Risk Wealth Advisors
Andrew Mudalel is a financial advisor at Element Risk Wealth Advisors with one year of industry experience. He has previously worked at The Quantify Group and Fischer Cunnane & Associates LTD. Outside of his advisory role, he is a co-founder and partner of Capstone Consulting Company LLC, a bookkeeping firm serving small businesses. Element Risk Wealth Advisors provides discretionary asset management, financial planning, and retirement plan consulting to institutional and individual clients, including ERISA plan services. The firm employs a discretionary investment process that incorporates fundamental, technical, charting, and cyclical analysis, and utilizes third-party managers when appropriate.
Ayden D
Series 65
West Chester, PA
Element Risk Wealth Advisors
Ayden Dougherty is a financial advisor at Element Risk Wealth Advisors in West Chester, PA. He holds a Series 65 designation and has one year of industry experience. Prior to joining Element Risk Wealth Advisors, Dougherty worked for the City of Philadelphia and its Shissler Recreation Center for six years. Element Risk Wealth Advisors provides discretionary asset management, financial planning, and retirement plan consulting to institutional and individual clients. The firm offers a formal pension consulting practice and uses a discretionary investment process that includes fundamental, technical, charting, and cyclical analysis, often allocating assets to third-party managers.
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