Overview
Assets Under Management: $352 million
Headquarters: SOUTH JORDAN, UT
High-Net-Worth Clients: 143
Average Client Assets: $1.8 million
Frequently Asked Questions
ELYSIUM WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #312068), ELYSIUM WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
ELYSIUM WEALTH MANAGEMENT, LLC is headquartered in SOUTH JORDAN, UT.
ELYSIUM WEALTH MANAGEMENT, LLC serves 143 high-net-worth clients according to their SEC filing dated April 01, 2026. View client details ↓
According to their SEC Form ADV, ELYSIUM WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
ELYSIUM WEALTH MANAGEMENT, LLC manages $352 million in client assets according to their SEC filing dated April 01, 2026.
According to their SEC Form ADV, ELYSIUM WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 143
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.50%
Average Client Assets: $1.8 million
Total Client Accounts: 1,482
Discretionary Accounts: 1,482
Regulatory Filings
CRD Number: 312068
Filing ID: 2090948
Last Filing Date: 2026-04-01 15:50:51