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South Jordan, UT Office

Team
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Elysium Wealth Management, LLC logo

Elysium Wealth Management, LLC

Team

Firm-wide stats for Elysium Wealth Management, LLC

Total advisors

14

Across 2 offices

Clients per advisor

55 Typical

Avg AUM per client

$457,119 Low

HNW client ratio

19% Low

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.

Based on Elysium Wealth Management, LLC

Expertise

General retirement planning Income planning Long-term care insurance College savings (529s, UTMA, etc.) Tax-loss harvesting

Based on Elysium Wealth Management, LLC

Occupation focus

Founder/Business Owner Retired

Based on Elysium Wealth Management, LLC

Location

1802 W South Jordan Parkway

South Jordan UT 84095

Advisors at this office

13

Advisors at this office

user avatar

Ryan W

CFP®, Series 66

South Jordan, UT

Elysium Wealth Management, LLC

Ryan Weigel is a CFP® professional with 10 years of industry experience. He is currently with Elysium Wealth Management, LLC and previously worked for Eide Bailly agencies for nine years. Outside of financial services, he is the owner of 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 develops tailored investment strategies using in-house oversight combined with model portfolios and third-party sub-advisors.

General retirement planning Income planning Long-term care insurance College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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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 licenses and bringing 24 years of industry experience. He has held various roles since 2004, including positions at IAMS Wealth Management, Common Sense Financial, and as President of Bergquist Financial LLC. He serves as a board member of the nonprofit Where Much Is Given Foundation. Elysium Wealth Management, LLC 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 plan advice, and wealth consulting services.

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