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ELYSIUM WEALTH MANAGEMENT, LLC
CRD 312068 · SEC 801-129684
1802 W. SOUTH JORDAN PARKWAY, #130, SOUTH JORDAN, UT, 84095, United States
Phone
385-276-4716
Fax
801-308-8103
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$352.3M
Discretionary AUM
$352.3M
Team
22 total employees; 10 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-01
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Selection of other advisersPublication of periodicalsEducational seminarsFINANCIAL CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 622 | $97.8M |
| High net worth individuals | 143 | $251.9M |
| Pension/profit sharing plans | 7 | $2.3M |
| Corporations/business entities | 1 | $293K |
States served
AZ, CA, CO, ID, MN, NE, UT, TX, NH, CT, SD
All web addresses on file
Official SEC filing: View on IAPD