West Chester, PA Office
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Element Risk Wealth Advisors
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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.
Based on Element Risk Wealth Advisors
Location
310 N High St
West Chester PA 19380
Advisors at this office
2
Advisors at this office
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 prior experience with The Quantify Group and Fischer Cunnane & Associates LTD. Outside of advisory work, he is a co-founder and partner of Capstone Consulting Company LLC, providing bookkeeping and tax preparation services for small businesses. Element Risk Wealth Advisors offers 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 using fundamental, technical, and cyclical analysis and may allocate assets to third-party managers.
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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