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Eliason Wealth Management LLC

Eliason Wealth Management LLC. CRD 318316

Eliason Wealth Management LLC logo

CRD: 318316

Eliason Wealth Management LLC

Centennial, CO, 80112
7205889717
eliasonwealthmanagement.com
$2.5M Total AUM
$2.4M Disc. AUM
-- 3Y CAGR
1 Employees
25 ADV. Clients
4 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
FrontierBeacon +more
Established Date
03-11-2022
Office Locations
1

Office Locations

9200 E Mineral AVE STE 100 Centennial CO

About Eliason Wealth Management LLC

Eliason Wealth Management is a Centennial, CO RIA led by CFP® Emmanuel Eliason. The firm builds, monitors, and executes resilient, academic research-based investment strategies to help clients stay disciplined through market volatility. Provides investment and financial planning for individuals and business owners, often using mutual funds and ETFs, and custodies with Charles Schwab. Featured in outlets such as CNBC and MarketWatch.

Team overview

-- AVG AGE
$2.5M AVG AUM / ADVISOR
$99.5K AVG AUM / CLIENT
4.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age

Insights

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Asset Classes

Quantum eagle Crest prime

Client Personas

Timber optima

Custodian

North capital Meridian

Fund Managers

Bridge harbor

Investment Themes

Element summit Eagle Element Oak foundation

Investment Vehicles

Beacon delta Foundation

Platform

Alpha meridian

Services

Foundation north Wave glacier Value bridge Peak element Element Vertex Eagle atlas Quantum focus Beacon Summit peak

Technology

Pathway Beacon Peak ember

Owner & Executives

Emmanuel Eliason

Emmanuel Eliason

Advisor, Chief Compliance Officer, Managing Member

CRD
#7485743
Ownership
75% or more
(886) 685-7619
pioneer.vertex@optimacapital.com
in linkedin.com/in/fusion-ridge

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $2,424,966 --
Non-Discretionary $62,708 --
Total $2,487,674 --

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Separately Managed Accounts

Total SMA Asset: $2,487,674

$2.5M Total SMA
Public Funds:
61.5%
Cash:
38.5%
Asset class Assets Assets %
Public Funds $213,821,606 61.5%
Cash $133,855,802 38.5%
Total $347,677,408 100.0%

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