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Building 2ELYSIUM WEALTH MANAGEMENT, LLC

Map pinSOUTH JORDAN, UT
Phone385-276-4716
NotebookSEC #801-129684
Total AUM
$352.3M
Employees
22
Clients
773

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1802 W. SOUTH JORDAN PARKWAY
#130
SOUTH JORDAN
UT 84095
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
385-276-4716
Other Offices
5

ReceiptFinancials

Total AUM
$352.3M
Accounts
1,482
Discretionary
$352.3M
Accounts
1,482
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
622
AUM
$97.8M
HNW Individual Clients
143
AUM
$251.9M
Pension/Profit Sharing Plan Clients
7
AUM
$2.3M
Corporation or Business Clients
1
AUM
$293.1K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementOther ServicesPublications
Other Services
FINANCIAL CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Pending Civil Proceeding
State Registrations
AZCACOCTIDMNNENHSDTXUT

HandshakeAffiliates

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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