Elysium Wealth Management, LLC

Elysium Wealth Management, LLC (CRD# 312068) is a financial advisory firm headquartered in South Jordan, UT. They manage $116,022,527 in 714 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1802 W. South Jordan Parkway, #130, South Jordan, UT 84095
https://ut.myelysium.com/
By the Numbers
  • Total Assets Under Management
    116
    MILLION
  • Total Number of Accounts
    714
    ACCOUNTS
  • Average Account Value
    $162,497
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX, UT

Financial Advisors at Elysium Wealth Management, LLC
Showing 1 - 6 of 6 top financial advisors.
1
John Bergquist, financial advisor South Jordan UT
John S. Bergquist
CRD#: 4333717
1802 W. South Jordan Parkway, #130, South Jordan, UT 84095

John Bergquist (CRD# 4333717) is an Investment Advisor Representative working at Elysium Wealth Management, LLC in South Jordan, UT and has over 23 years of experience in the finance industry.

2
Jeff Busch, financial advisor South Jordan UT
Jeff E. Busch
CRD#: 4795916
1802 W. South Jordan Parkway, #130, South Jordan, UT 84095

Jeff Busch (CRD# 4795916) is an Investment Advisor Representative working at Elysium Wealth Management, LLC in South Jordan, UT and has over 7 years of experience in the finance industry.

3
John Rice, financial advisor South Jordan UT
John K. Rice
CRD#: 7578527
1802 W. South Jordan Parkway, #130, South Jordan, UT 84095

John Rice (CRD# 7578527) is an Investment Advisor Representative working at Elysium Wealth Management, LLC in South Jordan, UT and has 1 year of experience in the finance industry.

4
Elliot Smith, financial advisor South Jordan UT
Elliot P. Smith
CRD#: 7310022
1802 W. South Jordan Parkway, #130, South Jordan, UT 84095

Elliot Smith (CRD# 7310022) is an Investment Advisor Representative working at Elysium Wealth Management, LLC in South Jordan, UT and has over 3 years of experience in the finance industry.

5
Jason Webb, financial advisor South Jordan UT
Jason P. Webb
CRD#: 7836924
1802 W. South Jordan Parkway, #130, South Jordan, UT 84095

Jason Webb (CRD# 7836924) is an Investment Advisor Representative working at Elysium Wealth Management, LLC in South Jordan, UT and has over 2 years of experience in the finance industry.

6
Jeffrey Wood, financial advisor South Jordan UT
Jeffrey S. Wood
CRD#: 4428011
1802 W. South Jordan Parkway, #130, South Jordan, UT 84095

Jeffrey Wood (CRD# 4428011) is an Investment Advisor Representative working at Elysium Wealth Management, LLC in South Jordan, UT and has over 9 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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