Elysium Wealth Management, LLC logo

Elysium Wealth Management, LLC

Updated today

Client AUM

$349,696,120

Clients

765

Advisors

14

across 2 offices

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

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

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

See office

1802 W South Jordan Parkway

South Jordan UT 84095

Advisors at this office

13

Most active in

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

Also doing business as

Elysium Wealth Management · Elysium Wealth Management, LLC · Lift Wealth Management, LLC · Quant Portfolio Advisors · Salt Wealth Partners

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®-certified financial advisor with 10 years of industry experience, currently serving at Elysium Wealth Management, LLC. He previously worked for nine years at Eide Bailly in various advisory and financial roles. Outside of his advisory work, he owns and operates Ryan Weigel Farms. Elysium Wealth Management provides financial planning, discretionary portfolio management, and wealth consulting services to individuals, trusts, estates, businesses, and charitable organizations. The firm offers tailored investment strategies supported by internal oversight and research from sub-advisers, supplemented by ongoing client education and periodic reviews.

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

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 credentials and 25 years of industry experience. His prior roles include positions at IAMS Wealth Management, Common Sense Financial, and founding Bergquist Financial LLC. He serves as a board member of the nonprofit Where Much Is Given Foundation. Elysium Wealth Management provides financial planning, discretionary portfolio management, and wealth consulting to individuals, trusts, estates, businesses, and charitable organizations. The firm develops tailored investment strategies combining its own oversight with research from sub-advisers and supplements client service with regular reviews, publications, and educational seminars.

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

Colby M

Series 65

South Jordan, UT

Elysium Wealth Management, LLC

Colby Mallett is a Series 65 licensed advisor at Elysium Wealth Management, LLC with one year of industry experience. Prior to joining Elysium, he held roles at Utah Valley University, Salt Lake Community College, and the Church of Jesus Christ of Latter-Day Saints. Elysium Wealth Management offers financial planning, discretionary portfolio management, and wealth consulting to individuals, trusts, estates, businesses, and charitable organizations. The firm creates tailored investment strategies by combining internal oversight with research from sub-advisers and provides ongoing client service through reviews, publications, and educational seminars.

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
user avatar

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 in Aberdeen, SD, holding a Series 65 license with one year of industry experience. Prior to joining Elysium Wealth Management, he worked at Eide Bailly LLP for five years and spent four years at Primrose Retirement Communities. Outside of advising, Schwab is an officer at Schwab Audiology, Inc., an audiology clinic where he contributes to bookkeeping and finance administration. Elysium Wealth Management offers financial planning, discretionary portfolio management, and wealth consulting to individuals, trusts, estates, businesses, and charitable organizations. The firm employs tailored investment strategies supported by both in-house oversight and research from sub-advisers, and provides ongoing client service including annual reviews, publications, and educational seminars.

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

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

Jason S

South Jordan, UT

Elysium Wealth Management, LLC

Jason Sterzer is a financial advisor with Elysium Wealth Management, LLC, based in South Jordan, Utah, and holds one year of industry experience. Prior to joining Elysium, he spent nine years with the Utah Division of Securities. Outside of his advisory role, he provides legal counsel and representation to clients as an attorney at Pearson Butler. Elysium Wealth Management offers financial planning, discretionary portfolio management, and wealth consulting services to individuals, trusts, estates, businesses, and charitable organizations. The firm develops tailored investment strategies using both in-house oversight and research from sub-advisers, and supplements client service with educational seminars and publications.

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 25 years of industry experience. She holds Series 63 and Series 65 registrations and has previously worked at United Planners' Financial Services and Eide Bailly Advisors. Outside of her advisory work, she serves as the treasurer for the GUMC Foundation, a charitable organization. Elysium Wealth Management provides financial planning, discretionary portfolio management, and wealth consulting to individuals, trusts, estates, businesses, and charitable organizations. The firm develops tailored investment strategies supported by both internal oversight and research from multiple sub-advisers, and supplements client service with educational seminars and publications.

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

Kevin G

Series 65

South Jordan, UT

Elysium Wealth Management, LLC

Kevin Golding is a financial advisor with Elysium Wealth Management, LLC, holding a Series 65 designation and one year of industry experience. Prior to joining Elysium, he worked at Layton Construction and Flowserve Corporation and was employed by Tahitian Noni International for over two decades. Elysium Wealth Management provides financial planning, discretionary portfolio management, and wealth consulting services to individuals, trusts, estates, businesses, and charitable organizations. The firm develops tailored investment strategies that incorporate both in-house oversight and research from multiple 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 11 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. Busch is also a managing member and insurance agent at Elysium Financial Solutions, LLC. Elysium Wealth Management provides financial planning, discretionary portfolio management, and wealth consulting for individuals, trusts, businesses, and charitable organizations. The firm develops tailored investment strategies through its own oversight and partnerships with sub-advisers, and supplements client service with educational seminars and publications.

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 with Elysium Wealth Management, LLC, holding Series 63 and Series 65 credentials and eight years of industry experience. He has held roles at multiple firms, including Executech and Ivanti, and is the owner and operator of Investing Paradigms, a platform that creates online educational content for the financial industry. Additionally, he is an independent licensed insurance agent specializing in life, accident and health, and variable annuity insurance. Elysium Wealth Management provides financial planning, discretionary portfolio management, and wealth consulting to individuals, trusts, estates, businesses, and charitable organizations. The firm develops tailored investment strategies using its own oversight combined with model portfolios and research from sub-advisers, and it offers both one-time and ongoing planning engagements.

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

Taylor Waldron is a financial advisor with Elysium Wealth Management, LLC, holding a Series 65 designation and beginning his industry experience in 2024. Prior to joining Elysium Wealth Management in 2026, he worked at Maxwell & Morgan and has been involved with Smoke'N Ink Tattoos since 2023. Elysium Wealth Management offers financial planning, discretionary portfolio management, and wealth consulting services to individuals, trusts, estates, businesses, and charitable organizations, providing tailored investment strategies supported by both in-house oversight and sub-adviser research.

General retirement planning Income planning Long-term care insurance College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
View complete list of advisors at this firm
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)