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ELION FINANCIAL, LLC

CRD 334200

Visit website

4729 E SUNRISE DR., TUCSON, AZ, 85718, United States

Phone

(520) 201-3689

Fax

N/A

Registration

— (—)

Source

State registered

Total AUM

$39.1M

Discretionary AUM

$10.1M

Team

1 total employees; 1 advisory reps; 4 broker-dealer reps

Clients

26-50

Fees

Fixed fees

Org form

Limited Liability Company

Filing date

2026-06-10

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)TAX PLANNING, TAX ADVISORY SERVICES, AND TAX RETURN PREPARATION

Client types

TypeClientsAUM
Individuals21$25.9M
High net worth individuals10$13.2M

All web addresses on file

Official SEC filing: View on IAPD