Sarah Robinson Pehler
Investment adviser representative at Element Wealth, LLC
21 yearsExperience
1 stateRegistered in
$743.7MFirm assets
23 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Element Wealth, LLCDec 2024 to now
- Trustmark National BankDec 2023 to Dec 2024
- Northwestern MutualJul 2023 to Dec 2023
- StudentAug 2005 to Aug 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (MS).
Element Wealth, LLC
$743.7MAssets managed
743Clients
13Advisers
23 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
- 7768547
- Firm CRD
- 114968