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 that positions itself as a capital allocator for both individual/family and institutional clients. The firm is SEC-registered (2024) and operates as an LLC with both entity and individual ownership. Its fee arrangements include percentage-of-AUM charges alongside hourly and fixed-fee options, and its advisory services span financial planning, portfolio management for individuals and small businesses, the selection of outside advisers, publication of periodicals or newsletters, and client education through seminars and workshops. Elysium 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 3
Jill Floden
CCO & COOCRD 4361451
Ryan Carrington
Chief Investment OfficerCRD 4221070
Taylor Waldron
CoordinatorCRD 8239053
Contacts
3 of 14
John Bergquist
President & Investment Advisor RepresentativeCRD 4333717
Ryan Weigel
Wealth AdvisorCRD 6687074
John Carrington
Managing PartnerCRD 5021080
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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