CRD: 312068
Elysium Wealth Management, LLC
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Request a Free TrialFirm Details
- Custodian
- Assetmark · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-09-2021
- Office Locations
- 6
Office Locations
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.
Reported data analysis
What the numbers show
Between December 2, 2025 and September 2, 2026, reported AUM increased 121.3%, from $159.2M to $352.3M.
Across 3 reported observations, AUM increased 203.6% between July 18, 2024 and September 2, 2026, from $116.0M to $352.3M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 10 advisory representatives and 773 clients, or 77.3 clients per representative. That equates to $455.7K in reported AUM per client.
The profile lists 6 reported office locations and 5 years in operation. The source data was last updated on September 2, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Client Personas
- CRM
- Custodian
- Industry Interests
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- Investment Vehicles
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Owner & Executives
JOHN STEVEN BERGQUIST
Managing Member, President
- CRD
- #4333717
- Ownership
- Less than 5%
JILL NAOMI FLODEN
Chief Compliance Officer, Chief Operating Officer
- CRD
- #4361451
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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BRYAN KYLE BURRIS
--
- CRD
- #1279296
JEFF E BUSCH
Investment Advisor Representative
- CRD
- #4795916
Showing 2 of 17 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $352,280,703 | $237,706 |
| Non-Discretionary | $0 | -- |
| Total | $352,280,703 | $237,706 |
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Separately Managed Accounts
SMA allocation detail is available
Elysium Wealth Management, LLC has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.