Eliason Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$2,424,966
Clients
24
Advisors
1
of 1 employees
About
Eliason Wealth Management LLC provides advisory services to individuals (including high-net-worth clients) and to pension and profit-sharing plans, offering ongoing portfolio management, comprehensive financial planning, and pension consulting on both discretionary and non-discretionary bases. The firm documents client goals and constraints in individualized Investment Policy Statements and offers a subscription newsletter, Eliason Wealth Magazine, at no charge.
The firm’s investment approach emphasizes evidence-based, academic research and modern portfolio theory, favoring mutual funds and low-cost ETFs for long-term, passive model portfolios while avoiding market timing. At the same time, the adviser may recommend actively managed funds, and uses strategies that can include margin transactions and options trading when appropriate, with risks and suitability assessed against each client’s documented objectives.
Compared with many solo independent advisers, the firm’s combination of services is notable: it provides written pension consulting plans and active pension plan advisory services, and circulates a periodic magazine to clients and prospects — features that are relatively uncommon among peers. The adviser also discloses outside insurance activities and documents conflicts when recommending commissionable insurance products, and operates as a small, single-advisor practice managing a modest number of client accounts.
Client services
Expertise
Fee options
Pension consulting fixed fees: $2,000 to $10,000; Financial planning fixed fees: $3,000 to $6,000.
$0 - $1,000,000: 1.00% $1,000,000 - $5,000,000: 0.80% $5,000,000 - $10,000,000: 0.60% $10,000,000+: 0.40%
Commission received from sale of insurance products by licensed insurance agent Emmanuel Eliason, which presents a conflict of interest but is disclosed to clients.
Account minimum: No account minimum for any of EWM’s services
Main office
9200 E Mineral Ave Ste 100
Centennial CO 80112
Advisors at this office
1
Most active in
Colorado
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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