Elysium Wealth Management, LLC logo

Elysium Wealth Management, LLC

Updated today

Client assets under management

$349,696,120

Clients

765

19% high-net worth

Advisors

15

of 22 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

51

Low

Average account size

$457,119

About

Elysium Wealth Management provides financial planning, discretionary portfolio management, and wealth consulting to individuals (including high‑net‑worth clients), trusts, estates, businesses, and charitable organizations. The firm offers both one‑time and ongoing planning engagements covering cash flow, retirement, portfolio analysis, and implementation either directly or through third‑party sub‑advisers.

Elysium Wealth manages accounts on a discretionary basis and develops tailored investment strategies that draw on its own oversight together with model portfolios and research from sub‑advisers (including Townsquare Capital, AssetMark, and Eqis Capital Management). The firm documents annual reviews and due diligence of sub‑advisers and supplements client service with periodic publications, newsletters, and free educational seminars.

Distinctive features include a group of affiliated professional entities under Elysium Holdings — an insurance agency, legal and tax services, and a real estate brokerage — and the firm discloses that these affiliations can lead to referrals or commission‑based insurance sales, with policies intended to manage resulting conflicts of interest. The brochure also discloses a pending civil proceeding involving a former‑employer non‑solicitation claim against an advisor, which is identified in the firm’s disciplinary disclosures.

Client services

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals Educational seminars or workshops Financial consulting services

Expertise

General retirement planning Income planning Long-term care insurance College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Founder/Business Owner Retired

Fee options

Fixed

One-time flat fees for wealth consulting depending on engagement complexity; also fixed flat rates billed monthly, quarterly, or yearly for ongoing consulting

Percentage

$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.35% $1,000,001 - $2,000,000: 1.20% $2,000,001 - $5,000,000: 1.05% Over $5,000,000+: 0.90%

Commissions

Commissions earned from insurance products sold by affiliated insurance agents (separate from advisory fees)

Project-based

Up to $350 per hour for financial planning services

Other

Fee-only: Hourly fee up to $350 per hour for financial planning; flat fees for wealth consultation (one-time or recurring monthly, quarterly, or yearly)

Main office location

Elysium Wealth Management, LLC

1802 W. South Jordan Parkway, #130

South Jordan UT 84095, United States

Number of offices

6

Most active in

Arizona · California · Colorado · Connecticut · Idaho · Minnesota · Nebraska · New Hampshire · South Dakota · Texas · Utah

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Ryan W

CFP®, Series 66

South Jordan, UT

Elysium Wealth Management, LLC

Ryan Weigel is a CFP® with nine years of industry experience and is currently an advisor at Elysium Wealth Management, LLC. Prior to joining Elysium, he worked at Eide Bailly in various capacities for nine years. Outside of financial advising, he owns and operates Ryan Weigel Farms. Elysium Wealth Management serves individuals, trusts, estates, businesses, charitable organizations, and other registered investment advisers. The firm manages approximately $159 million in discretionary assets through an eight-advisor team and employs model-based portfolios combining in-house strategies and third-party sub-advisers.

General retirement planning Income planning Long-term care insurance College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
user avatar

Bryan B

CFP®

Morrison, CO

Elysium Wealth Management, LLC

Bryan Burris is a CFP® professional with 22 years of experience in financial advising. He is currently with Elysium Wealth Management, LLC and previously worked at Salt Wealth Partners, LLC and Sage Income Advisors, LLC. Outside of his advisory work, he manages a family mountain rental cabin in Silver Plume, Colorado. Elysium Wealth Management serves individuals, trusts, estates, businesses, charitable organizations, and other registered investment advisers. The firm manages approximately $159 million in discretionary assets through an eight-advisor team, offering financial planning, portfolio management, retirement plan advice, and wealth consulting using model-based portfolios that integrate in-house strategies and third-party sub-advisers.

General retirement planning Income planning Long-term care insurance College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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John B

Series 63, Series 65

South Jordan, UT

Elysium Wealth Management, LLC

John Bergquist is a financial advisor with Elysium Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has held various roles since 2004, including positions at IAMS Wealth Management, Common Sense Financial, and as President of Bergquist Financial LLC. He serves as a board member of the nonprofit Where Much Is Given Foundation. Elysium Wealth Management, LLC serves individuals, trusts, estates, businesses, charitable organizations, and other registered investment advisers, managing approximately $159 million in discretionary assets through an eight-advisor team. The firm employs model-based portfolios combining in-house strategies and third-party sub-advisers, offering financial planning, portfolio management, retirement plan advice, and wealth consulting services.

General retirement planning Income planning Long-term care insurance College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
user avatar

John R

Series 65

South Jordan, UT

Elysium Wealth Management, LLC

John Rice is a financial advisor at Elysium Wealth Management, LLC with a Series 65 designation and three years of industry experience. Prior to his advisory roles at Lift Wealth Management and Pearson Butler LLC, he practiced law for 29 years as an attorney at John K. Rice, Attorney at Law PC. Elysium Wealth Management serves individuals, trusts, estates, businesses, charitable organizations, and other registered investment advisers, managing approximately $159 million in discretionary assets. The firm employs model-based portfolios combining in-house strategies and third-party sub-advisers, offering services including financial planning, discretionary portfolio management, retirement plan advice, and wealth consulting through an eight-advisor team across six offices.

General retirement planning Income planning Long-term care insurance College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Jason H

Series 65

South Jordan, UT

Elysium Wealth Management, LLC

Jason Haymore is a financial advisor at Elysium Wealth Management, LLC with a Series 65 designation and no prior industry experience. He has worked as an attorney at Pearson Butler since 2018, a law firm he owns alongside Elysium Wealth Management under Elysium Holdings, LLC, where he practices law and estate planning. Elysium Wealth Management serves individuals, trusts, estates, businesses, charitable organizations, and other registered investment advisers, managing approximately $159 million in discretionary assets through an eight-advisor team. The firm employs model-based portfolios combining in-house strategies and third-party sub-advisers, offering financial planning, portfolio management, retirement advice, and wealth consulting.

General retirement planning Income planning Long-term care insurance College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
user avatar

Jeffrey W

Series 63, Series 65

South Jordan, UT

Elysium Wealth Management, LLC

Jeffrey Wood is a financial advisor at Elysium Wealth Management, LLC with Series 63 and Series 65 credentials and four years of industry experience. He has worked with Elysium Wealth Management since 2021 and previously held roles at Common Sense Financial and AMP Security, where he oversaw finance and accounting activities for a home security business. Elysium Wealth Management serves individuals, trusts, estates, businesses, charitable organizations, and other registered investment advisers, managing approximately $159 million in discretionary assets through an eight-advisor team. The firm employs model-based portfolios combining in-house strategies and third-party sub-advisers, providing financial planning, portfolio management, retirement plan advice, and wealth consulting.

General retirement planning Income planning Long-term care insurance College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
user avatar

Anthony S

Series 65

Aberdeen, SD

Elysium Wealth Management, LLC

Anthony Schwab is a financial advisor at Elysium Wealth Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining Elysium, he worked at Eide Bailly LLP for five years and Primrose Retirement Communities, LLC for four years. Outside of advisory work, he is an officer at Schwab Audiology, Inc., an audiology clinic in Aberdeen, South Dakota. Elysium Wealth Management serves individuals, trusts, estates, businesses, charitable organizations, and other registered investment advisers, managing approximately $159 million in discretionary assets. The firm employs a model-based investment approach combining in-house strategies and third-party sub-advisers, and supports clients with financial planning, portfolio management, retirement plan advice, and educational seminars through an eight-advisor team across six offices.

General retirement planning Income planning Long-term care insurance College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Alan F

Series 65

South Jordan, UT

Elysium Wealth Management, LLC

Alan Fletcher is a Series 65 credentialed advisor with one year of experience, currently serving at Elysium Wealth Management, LLC. He has prior experience with Elysium Financial Solutions, Common Sense Financial, Farmers Financial Solutions, and Farmers Insurance. Outside of his advisory role, he is also an agent with Elysium Financial Solutions, an insurance-related business. Elysium Wealth Management, LLC manages approximately $159 million in discretionary assets for individuals, trusts, estates, businesses, charitable organizations, and other registered investment advisers through an eight-advisor team. The firm offers financial planning, discretionary portfolio management, retirement plan advice, and wealth consulting, utilizing model-based portfolios that combine in-house strategies with third-party sub-advisers.

General retirement planning Income planning Long-term care insurance College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
user avatar

Elliot S

Series 65

South Jordan, UT

Elysium Wealth Management, LLC

Elliot Smith is a financial advisor with Elysium Wealth Management, LLC and holds a Series 65 credential. He has five years of industry experience and has worked at firms including Wealth Management CPAs, LLC and Utah Tax Partners, PLLC. In addition to his advisory role, he is a partner at Pearson Butler, PLLC, a law firm. Elysium Wealth Management, LLC serves individuals, trusts, estates, businesses, charitable organizations, and other registered investment advisers. The firm manages approximately $159 million in discretionary assets and offers financial planning, portfolio management, retirement plan advice, wealth consulting, and sub-advisory services using model-based portfolios that combine in-house strategies and third-party sub-advisers.

General retirement planning Income planning Long-term care insurance College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
user avatar

Jill F

Series 63, Series 65

South Jordan, UT

Elysium Wealth Management, LLC

Jill Floden is a financial advisor at Elysium Wealth Management, LLC with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including United Planners' Financial Services and Eide Bailly Advisors. Outside of her advisory role, she serves as Treasurer for the GUMC Foundation, a charitable organization. Elysium Wealth Management serves individuals, trusts, estates, businesses, charitable organizations, and other registered investment advisers, managing approximately $159 million in discretionary assets through an eight-advisor team. The firm employs model-based portfolios combining in-house strategies and third-party sub-advisers, offering financial planning, portfolio management, and wealth consulting services.

General retirement planning Income planning Long-term care insurance College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
user avatar

John C

Series 66

South Jordan, UT

Elysium Wealth Management, LLC

John Carrington is a financial advisor at Elysium Wealth Management, LLC with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Salt Wealth Partners, United Planners' Financial Services, and Eide Bailly Advisors. Carrington also serves as a board member of Elysium Holdings, LLC, a parent company involved in strategic oversight. Elysium Wealth Management serves individuals, trusts, estates, businesses, charitable organizations, and other registered investment advisers, managing approximately $159 million in discretionary assets through an eight-advisor team. The firm offers financial planning, discretionary portfolio management, retirement plan advice, wealth consulting, and sub-advisory services, utilizing model-based portfolios that combine in-house strategies and third-party sub-advisers.

General retirement planning Income planning Long-term care insurance College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
user avatar

Jeff B

Series 63, Series 65

South Jordan, UT

Elysium Wealth Management, LLC

Jeff Busch is a financial advisor at Elysium Wealth Management, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Common Sense Financial and Farmers Financial Solutions. Outside of his advisory role, he is the managing member and insurance agent at Elysium Financial Solutions, LLC. Elysium Wealth Management serves individuals, trusts, estates, businesses, charitable organizations, and other registered investment advisers, managing approximately $159 million in discretionary assets through an eight-advisor team. The firm uses model-based portfolios combining in-house strategies and third-party sub-advisers, offering financial planning, discretionary portfolio management, retirement plan advice, and wealth consulting.

General retirement planning Income planning Long-term care insurance College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
user avatar

Tyler T

Series 63, Series 65

South Jordan, UT

Elysium Wealth Management, LLC

Tyler Thomas is a financial advisor at Elysium Wealth Management, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Executech, Ivanti, MX, and E*TRADE Securities LLC. He is also the owner and operator of Investing Paradigms, a platform that creates online educational content for the financial industry. Elysium Wealth Management serves individuals, trusts, estates, businesses, charitable organizations, and other registered investment advisers, managing approximately $159 million in discretionary assets. The firm offers financial planning, portfolio management, retirement plan advice, and wealth consulting through a team of eight advisors across six offices, utilizing model-based portfolios that combine in-house strategies and third-party sub-advisers.

General retirement planning Income planning Long-term care insurance College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
user avatar

Taylor W

Series 65

South Jordan, UT

Elysium Wealth Management, LLC

General retirement planning Income planning Long-term care insurance College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
user avatar

Ryan C

CFA®, Series 63

Wilton, CT

Elysium Wealth Management, LLC

Ryan Carrington is a financial advisor at Elysium Wealth Management, LLC in Wilton, CT, holding the CFA® designation and Series 63 license with four years of industry experience. He previously worked at SDDCO Brokerage Advisors LLC and Sky Harbor Capital Management, LLC. Elysium Wealth Management serves individuals, trusts, estates, businesses, charitable organizations, and other registered investment advisers, managing approximately $159 million in discretionary assets through an eight-advisor team. The firm uses model-based portfolios combining in-house strategies and third-party sub-advisers, offering financial planning, portfolio management, retirement plan advice, and wealth consulting.

General retirement planning Income planning Long-term care insurance College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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