AdvizorPro

Elysium Wealth Management, LLC

Elysium Wealth Management, LLC. CRD 312068

Elysium Wealth Management, LLC logo

CRD: 312068

Elysium Wealth Management, LLC

South Jordan, UT, 84095
3852764716
elysiumwealthmanagement.com
$352.3M Total AUM
$352.3M Disc. AUM
-- 3Y CAGR
22 Employees
773 ADV. Clients
5 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Assetmark · Charles Schwab & Company · Fidelity/NFS
Clients
Retail and Institutional
Platforms
Vector unisonPioneer vector +more
Established Date
04-09-2021
Office Locations
6

Office Locations

1802 W South Jordan Parkway South Jordan UT
1802 W. South Jordan Parkway #130 South Jordan UT
4854 E Baseline RD Suite 102 Mesa AZ

About Elysium Wealth Management, LLC

Elysium Wealth Management is a fiduciary RIA serving individuals and families with a holistic approach to wealth management—financial planning, portfolio construction, retirement planning, and legacy planning—coordinated with affiliated tax and estate-planning professionals under Elysium Holdings. Investment implementation is ETF-centric with regular review meetings; custody includes major platforms such as Schwab.

Team overview

42 AVG AGE
$35.2M AVG AUM / ADVISOR
$455.7K AVG AUM / CLIENT
2.3 yrs AVG TENURE
22 Employees
10 Advisory Reps
15 RIA Reps
5yrs Firm Age

Insights

Premium access reveals conviction themes in wave signal.
Open the full profile to inspect shifts in prime vital.
Request access to benchmark trends tied to zenith.
Full visibility includes strategy notes for pathway pathway wave.
Unlock to see real insight on zenith foundation.
See the complete signal summary connected to timber.
Open the full profile to inspect shifts in foundation atlas.
Unlock to see real insight on value meridian.

Asset Classes

Alpha Ember prime Pioneer Capital bridge

Client Personas

Optima Summit element

CRM

Frontier eagle Ridge legacy

Custodian

Foundation Vertex Eagle Atlas Harbor element Vertex frontier Crest Vector pathway Oak Momentum

Investment Themes

Element timber Quantum Vital Element Focus Ridge meridian Ember timber

Investment Vehicles

Vector Radial pathway

Services

Radial Optima Oak Element Alpha Signal Bridge Harbor crest Foundation frontier Focus Ridge

Technology

Unison Ember foundation Ridge Value unison Timber Zenith momentum

Owner & Executives

JOHN STEVEN BERGQUIST

JOHN STEVEN BERGQUIST

Managing Member, President

CRD
#4333717
Ownership
Less than 5%
(293) 639-9730
element.ridge@primecapital.com
in linkedin.com/in/radial-wave
JILL NAOMI FLODEN

JILL NAOMI FLODEN

Chief Compliance Officer, Chief Operating Officer

CRD
#4361451
Ownership
Less than 5%
(776) 583-4978
north.wave@harborcapital.com
in linkedin.com/in/beacon-focus

Showing 2 of 2 owners & executives

Unlock all

Contacts

BRYAN KYLE BURRIS

BRYAN KYLE BURRIS

--

CRD
#1279296
(375) 797-7559
vector.momentum@capitalcapital.com
in linkedin.com/in/radial-oak
JEFF E BUSCH

JEFF E BUSCH

Investment Advisor Representative

CRD
#4795916
(236) 851-1787
capital.meridian@frontiercapital.com
in linkedin.com/in/glacier-zenith
V

Value signal

Frontier optima harbor

CRD
#16821
(804) 288-2702
catalyst.zenith@pathwaycapital.com
in linkedin.com/in/oak-zenith

Showing 2 of 15 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary
07-18-2024
12-02-2025
04-01-2026
Category Assets AVG. Account size
Discretionary $352,280,703 $237,706
Non-Discretionary $0 --
Total $352,280,703 $237,706

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Start Free Trial Explore the Platform

Separately Managed Accounts

Total SMA Asset: $352,280,703

$352.3M Total SMA
Equity - Exchange:
18.9%
Cash:
4.4%
Public Funds:
9.6%
Equity - OTC:
14.5%
U.S. Government/Agency:
19.0%
Corporate - Investment Grade:
7.6%
Municipal Bonds:
15.0%
Private Funds:
11.0%
Asset class Assets Assets %
Equity - Exchange $1,691,499,810 18.9%
Cash $393,788,316 4.4%
Public Funds $859,174,507 9.6%
Equity - OTC $1,297,711,495 14.5%
U.S. Government/Agency $1,700,449,545 19.0%
Corporate - Investment Grade $680,179,818 7.6%
Municipal Bonds $1,342,460,167 15.0%
Private Funds $984,470,787 11.0%
Total $8,949,734,445 100.0%

Start a free trial and
prospect smarter

Start Free Trial Explore the Platform