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| Keyboard |
| Elysium Wealth Management LLC
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|---|---|
| CRD # | 312068 |
| SEC # | 801-129684 |
| CIK # | |
| AUM | 352.3 M (2026-04-01) |
| Employees | 22 (45% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 385-276-4716 |
| Address | 1802 W South Jordan Parkway South Jordan, UT 84095 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 622 | 97.8 |
| (b) Individuals (high net worth individuals) | 143 | 251.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 2.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,482 | 352.3 |
| By Discretionary | ||
| Discretionary | 1,482 | 352.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,482 | 352.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 352.3 | |
| Total | 1,482 | 352.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Hanover Advisors Inc
✚
|
SC | 354.9 M |
|
Resurgent Financial Advisors LLC
✚
|
GA | 354.7 M |
|
Wealth Advisors Northwest LLC
✚
|
OR | 354.3 M |
|
Cayside Partners LLC
✚
|
FL | 353.0 M |
|
JDM Financial Group LLC
✚
|
352.8 M | |
|
Innovative Advisory Partners LLC
✚
|
TN | 352.1 M |
|
RT Jones Capital Equities Management Inc
✚
|
MO | 351.8 M |
|
Foresight Capital Management Advisors Inc
✚
|
MI | 351.1 M |
|
Hutto Retirement Advisors LLC
✚
|
TX | 351.1 M |
|
Turn8 Private Wealth Inc
✚
|
350.0 M |