Elena Sargent
Investment adviser representative at Factor Wealth Management
12 yearsExperience
1 stateRegistered in
$781MFirm assets
37 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Factor Wealth ManagementFeb 2026 to now
- Mgo/onesevenMay 2024 to Jan 2026
- Savant Wealth ManagementJun 2018 to Apr 2024
- Brownson Rehmus & FoxworthMay 2017 to Apr 2018
- Clune & AssociatesApr 2014 to Apr 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (IL).
Factor Wealth Management
Legal name: Factor Wealth Management Ltd.
$781MAssets managed
239Clients
5Advisers
37 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
- 6426107
- Firm CRD
- 104708