ELYSIUM WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- SOUTH JORDAN, Utah
- CRD number
- 312068
- Registered since
- March 15, 2024
- Website
- elysiumwealthmanagement.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI71.5%
- Individuals27.77%
- Pension & Profit Sharing Plans0.65%
- Corporations / Businesses0.08%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Elysium Wealth Management, LLC is an independent registered investment adviser organized as an LLC and listed as a capital allocator. The firm serves both individual/family and institutional clients and charges a mix of percentage-of-AUM, hourly, and fixed fees. Its advisory remit spans financial planning, portfolio management for individuals and small businesses, manager selection, publishing client-directed periodicals or newsletters, and running educational seminars or workshops. The firm does not identify as an active ESG investor.
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
- Exchange Traded Equities81%
- Cash & Cash Equivalents6%
- Public Funds/Mutual Funds5%
- Non-Exchange Traded Equities3%
- US Government Bonds2%
Owners & executives
3 of 3RYAN CARRINGTON
Chief Investment OfficerCRD 4221070
JILL FLODEN
CCO & COOCRD 4361451
Taylor Waldron
CoordinatorCRD 8239053
Contacts
3 of 13TYLER THOMAS
Wealth AdvisorCRD 2958709
Alan Fletcher
Wealth AdvisorCRD 6761048
Ryan Weigel
Wealth AdvisorCRD 6687074
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SOUTH JORDAN, UT
SALT LAKE
Location
SOUTH JORDAN, UT
Headquartered in SOUTH JORDAN, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- SALT LAKE
- Address
- 1802 W South Jordan Pkwy
- Time zone
- MT (UTC-7)
- Office locations
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