Elysium Wealth Management, LLC
● SEC registered since 2024CRD 312068SEC# 801-129684South Jordan, UT
Reg. AUM
$352.3M
Employees
22
Accounts
1,482
Location
South Jordan, UT
Elysium Wealth Management, LLC assets under management
Elysium Wealth Management, LLC is an SEC-registered investment adviser based in South Jordan, UT. The firm has been registered since 2024. It reports $352.3 million in regulatory assets under management and employs 22 people.
Elysium Wealth Management, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Elysium Holdings, LLC Control | Owner | Over 75% | 2024 |
| Jill Naomi Floden Control | Coo & Cco | Under 5% | 2025 |
| John Steven Bergquist Control | President | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Elysium Wealth Management, LLC manage?
Elysium Wealth Management, LLC reports $352.3 million in regulatory assets under management on its Form ADV.
How many employees does Elysium Wealth Management, LLC have?
Elysium Wealth Management, LLC reports 22 employees.
Where is Elysium Wealth Management, LLC located?
Elysium Wealth Management, LLC is based in South Jordan, UT and has been SEC-registered since 2024.
Does Elysium Wealth Management, LLC disclose fund performance?
Elysium Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1802 W. South Jordan Parkway, #130, South Jordan, UT 84095 |
| Phone | 385-276-4716 |
| Fax | 801-308-8103 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$352.3M▲ 204%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 58%
Larger than 42% of 16,271 advisers
EmployeesTop 22%
More than 78% of 16,825 advisers
Assets under management
$352.3Mregulatory AUM
Discretionary $352.3M