Elysium Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$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
Expertise
Occupation focus
Fee options
One-time flat fees for wealth consulting depending on engagement complexity; also fixed flat rates billed monthly, quarterly, or yearly for ongoing consulting
$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 earned from insurance products sold by affiliated insurance agents (separate from advisory fees)
Up to $350 per hour for financial planning services
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 office1802 W South Jordan Parkway
South Jordan UT 84095
Advisors at this office
13
Offices (2)
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
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
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.
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”)