← Directory
ELYSIUM WEALTH MANAGEMENT, LLC
CRD 312068File 801-129684
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Sep 2, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 13 | 22 | increased by9 |
| Apr 1, 2026 | Clients | 418 | 773 | increased by355 |
| Apr 1, 2026 | AUM | $159,175,815 | $352,280,703 | increased by$193,104,888 |
| Apr 1, 2026 | Accounts | 906 | 1,482 | increased by576 |
| Feb 1, 2026 | Custody | No | Yes | |
| Dec 1, 2025 vs May 1, 2025 | Disclosures | No | Yes | |
| Dec 1, 2025 vs May 1, 2025 | Custody | Yes | No | |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ELYSIUM WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ELYSIUM WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.