A complete list of active advisors currently associated with Elysium Wealth Management, LLC

Warmer can help you find a great advisor at Elysium Wealth Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Elysium Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse Elysium Wealth Management, LLC's office locations.