← Back to searchVisit website
ELIASON WEALTH MANAGEMENT LLC
CRD 318316
9200 E MINERAL AVE STE 100, CENTENNIAL, CO, 80112, United States
Phone
720-588-9717
Fax
720-506-9717
Registration
— (—)
Source
State registered
Total AUM
$2.5M
Discretionary AUM
$2.4M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 24 | $2.4M |
| Charitable organizations | 1 | $63K |
All web addresses on file
Official SEC filing: View on IAPD