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ELYSIUM WEALTH MANAGEMENT, LLC
CRD 312068File 801-129684
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Apr 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$352.3M
Below cohort median (national)
Discretionary AUM
$352.3M
Clients
773
1,482 accounts
Employees
22
Below cohort median in UT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Mar 15, 2024
- Principal office
- 1802 W. SOUTH JORDAN PARKWAY, #130, SOUTH JORDAN, UT, 84095
- Phone
- 385-276-4716
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $352.3M
- Discretionary AUM
- $352.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,482
- Non-discretionary accounts
- 0
- Total accounts
- 1,482
- AUM per client
- $456K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $293K |
| High net worth individuals | 143 | $251.9M |
| Pension and profit sharing plans | 7 | $2.3M |
| Individuals (other than high net worth individuals) | 622 | $97.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11H2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.