Kathryn Zurcher
Investment adviser representative at Element Pointe Family Office
12 yearsExperience
3 statesRegistered in
$1.2BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Element Pointe Family OfficeOct 2024 to now
- Element Pointe Advisors, LLCOct 2024 to now
- Wp Financial, LLCOct 2020 to Oct 2024
- Diana, Conti & Tunila, LLPJun 2019 to Oct 2020
- UnemployedNov 2018 to Jun 2019
- Private Capital Group, LLCOct 2014 to Nov 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 3 states (CT, FL, TX).
Element Pointe Family Office
Legal name: Element Pointe Advisors, LLC
$1.2BAssets managed
54Clients
8Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5697330
- Firm CRD
- 282750