Elysium Wealth Management, LLC

Overview

Elysium Wealth Management, LLC is an SEC registered investment adviser based in South Jordan, UT, registered since 2021. It reports $352M in assets under management across 1,482 accounts, with 22 employees. It has 17 investment adviser representatives.

Reported AUM

$352M

Discretionary

100%

Accounts

1,482

Average account

$238K

Employees

22

Advisory reps

17

Registered since

2021

Jurisdictions

11

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Periodicals or Newsletters
• Selection of Other Advisors

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• John Steven Bergquist President CRD 4333717
• Jill Naomi Floden Chief Operating Officer, CCO CRD 4361451

Advisory reps 3 of 17

• John S Bergquist Insurance Agent · Investment Adviser Rep CRD 4333717
• Bryan Kyle Burris Investment Adviser Rep CRD 1279296
• Jeff E Busch Insurance Agent · Investment Adviser Rep CRD 4795916

14 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1802 W South Jordan Pkwy Ste 130
South Jordan, UT 84095

County

Salt Lake

Metro area

Salt Lake City, UT

Region

West

Registrations

• SEC registered
• Registered in 11 jurisdictions

Every state, with registration dates

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