ELIASON WEALTH MANAGEMENT LLC
Firm details
- Headquarters
- CENTENNIAL, Colorado
- CRD number
- 318316
- Website
- eliasonwealthmanagement.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals97.48%
- Charitable Organizations2.52%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingPublication of Periodicals
Firm profile
FINTRXOverview
Eliason Wealth Management LLC is an independent, owner-operated registered investment adviser that serves both individual/family and institutional clients. The firm delivers financial planning, discretionary portfolio management for individuals and small businesses, pension consulting, and publishes periodicals or newsletters. Its fee model combines assets-under-management billing with fixed fees. Eliason reports it is not an active ESG investor and is not set up as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds94%
- Cash & Cash Equivalents6%
Owners & executives
1 of 1Emmanuel Eliason
President, CEOCRD 7485743
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CENTENNIAL, CO
ARAPAHOE
Location
CENTENNIAL, CO
Headquartered in CENTENNIAL, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- ARAPAHOE
- Address
- 9200 E Mineral Ave
- Time zone
- MT (UTC-7)
- Office locations
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