Drew Sweetman
Element Squared Private Wealth · Minneapolis, Minnesota
Drew Sweetman is a fee-only financial advisor at Element Squared Private Wealth in Minneapolis, Minnesota. Element Squared Private Wealth reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Element Squared Private Wealth |
|---|---|
| Based in | Minneapolis, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $203.5M across 478 accounts |
| SEC registration | Investment adviser representative in MN, TX · CRD 5193178 |
| Exams passed | Series 63 (2006) · Series 66 (2019) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | elementsquared.com |
| Profile |
How Drew's firm compares
- Element Squared Private Wealth's average account is about $426,000, from its Form ADV (assets managed divided by 478 accounts).
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Questions about Drew
Is Drew Sweetman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Drew holds no broker registration, and Element Squared Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Drew charge for financial advice?
Drew's firm, Element Squared Private Wealth, reports charging a percentage of assets on its SEC Form ADV.
Where is Drew Sweetman based?
Drew Sweetman is based in Minneapolis, Minnesota.
Is Drew Sweetman registered with the SEC?
Yes. Drew Sweetman is registered as an investment adviser representative in MN and TX (CRD 5193178), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Element Squared Private Wealth manage?
Element Squared Private Wealth reports $203.5M across 478 accounts in assets under management.
How do I contact Drew Sweetman?
Through Drew's website, elementsquared.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Minneapolis
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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