ELYSIUM WEALTH MANAGEMENT, LLC
Adviser information for ELYSIUM WEALTH MANAGEMENT, LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Utah, United States |
Employees
| Total Number of Employees | 8 |
|---|---|
| Investment Advisory/Research | 6 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 6 |
| Licensed Agents of an Insurance Company | 4 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 714 | $116.0M |
| Non-Discretionary | 0 | $0 |
| Total | 714 | $116.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 256 | $38.9M |
| HNW Individuals | 66 | $77.0M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 1 | $79,277 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 4 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)Publication of periodicals or newslettersEducational seminars/workshops |
|---|---|
| Compensation | % of AUMHourly charges |
Identifiers
| SEC RIA File Number | 801-129684 |
|---|---|
| SEC ERA File Number | 801-129684 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 312068 |
| Legal Entity Identifier | None |
Principal Office
1802 W. SOUTH JORDAN PARKWAY#130
SOUTH JORDAN
UT
United States
Monday - Friday, 9 AM TO 5 PM
Tel: 801-735-8407, Fax: 385-337-1901
Chief Compliance Officer
JOHN CARRINGTON
1802 W SOUTH JORDAN PKWY
SUITE 130
SOUTH JORDAN
UT
United States
Tel:
385-276-4716
J****@************M
(Full email address available in API data)
Regulatory Contact
PADEN HANSON
1802 W SOUTH JORDAN PKWY
SUITE 200
SOUTH JORDAN
UT
United States
Tel:
801-758-0915
P****@****************M
(Full email address available in API data)
Industry Affiliates
| ELLIOTT SMITH | Lawyer or law firm |
| ELYSIUM FINANCIAL SOLUTIONS, LLC | Insurance company or agency |
| ELYSIUM LEGAL LLC | Lawyer or law firm |
| ELYSIUM TAX SERVICES, LLC | Accountant or accounting firm |
| PEARSON & BUTLER, PLLC | Lawyer or law firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| ELYSIUM HOLDINGS, LLC | Domestic Entity | – | OWNER | 01/2024 | > 75% |
| PEARSON, CARSON, M | Individual | ELYSIUM HOLDINGS, LLC | CHIEF EXECUTIVE OFFICER | 10/2020 | 25-50% |
| CARRINGTON, JOHN, WESLEY | Individual | – | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | 01/2024 | < 5% |