SOUTH JORDAN, UTCRD 312068Latest ADV April 1, 2026
Elysium Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in South Jordan, UT. Its latest Form ADV filing, dated April 1, 2026, reports $352M in regulatory assets under management, 22 employees, 5 offices, and 1,482 accounts.
Assets Under Management
$352M
Employees
22
Offices
5 offices
Total Clients
773
Primary office
SOUTH JORDAN, UT
1802 W. SOUTH JORDAN PARKWAY, #130, SOUTH JORDAN, UT, United States
Top client segmentIndividuals represent 80.5% of total clients.
Top client categories% of clientsClients
1
Individuals
80.5%
622
2
HNWI
18.5%
143
3
Pension Plans
0.9%
7
4
Corporations
0.1%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$352Mas of April 1, 2026
Discretionary100.0%
$352M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$352M
Total Accounts1,482
10Y AUM Change+$236M (+203.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees22
Clients per Employee35:1
10Y Employee Change+14 (+175.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.