# Elysium Wealth Management, LLC

> Elysium Wealth Management, LLC is an SEC-registered investment advisory firm in South Jordan, UT, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 2, 2026.

- CRD: 312068
- Filed as: ELYSIUM WEALTH MANAGEMENT, LLC
- Also doing business as: ELYSIUM WEALTH MANAGEMENT, QUANT PORTFOLIO ADVISORS, SALT WEALTH PARTNERS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: South Jordan, UT
- Filing period: October 2026
- Form ADV filing dated: September 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/312068
- AdvisorCensus page: https://advisorcensus.com/firm/elysium-wealth-management-llc-south-jordan-ut-312068

## Quick answers

**How is Elysium Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Elysium Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Elysium Wealth Management, LLC located?**
Elysium Wealth Management, LLC's principal office is in South Jordan, UT, according to its Form ADV; the October 2026 filing also lists 4 other offices (Schedule D, Section 1.F).

**Is Elysium Wealth Management, LLC registered with the SEC or a state?**
Elysium Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 312068.

**How much does Elysium Wealth Management, LLC manage?**
Elysium Wealth Management, LLC reports $352,280,703 in regulatory assets under management in its Form ADV filing dated September 2, 2026 (100% discretionary).

**How have Elysium Wealth Management, LLC's assets and staff changed since 2024?**
In the Form ADV data for Elysium Wealth Management, LLC: Regulatory assets under management: $116,022,527 in the October 2024 data and $352,280,703 in the October 2026 data, up 204%. Total employees: 8 in October 2024 and 22 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Elysium Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (622); high net worth individuals (143); pension and profit sharing plans (but not the plan participants or government pension plans) (7).

**Which custodians does Elysium Wealth Management, LLC use?**
Elysium Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Elysium Wealth Management, LLC report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.H(2) (pending civil proceeding). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/312068

**What changed in Elysium Wealth Management, LLC's recent Form ADV filings?**
In the September 2026 filing data: Added an office in Chandler, AZ.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $352,280,703
- Discretionary: $352,280,703
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 622 | $97,814,322 |
| High net worth individuals | 143 | $251,881,798 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 7 | $2,291,460 |
| Corporations or other businesses not listed above | 1 | $293,123 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2024 (2 years)
- Employees: 22 total, 10 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, CT, ID, MN, NE, NH, SD, TX, UT
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.H(2): Is the firm or an advisory affiliate now the subject of a civil proceeding that could result in a yes answer to any part of 11.H(1)?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/312068

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Aberdeen, SD
- Chandler, AZ
- Mesa, AZ
- Tucson, AZ

### Websites listed on Form ADV (Item 1.I)
- elysiumwealthmanagement.com
- saltwealthpartners.com
- Facebook @elysiumwealthmanagement
- Facebook @myelysiumutah
- LinkedIn @elysium-holdings
- LinkedIn @elysium-wealth-management
- LinkedIn @saltwealth-partners
- X @SaltWealth
- YouTube @MyElysiumCommunity

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $116,022,527 | 8 | July 18, 2024 |
| October 2025 | $159,175,815 | 13 | May 13, 2025 |
| October 2026 | $352,280,703 | 22 | September 2, 2026 |

Regulatory assets under management: $116,022,527 in the October 2024 data and $352,280,703 in the October 2026 data, up 204%.
Total employees: 8 in October 2024 and 22 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Added an office in Chandler, AZ.

### April 2026
- Employees performing advisory functions went from 8 to 10.
- Regulatory assets under management went from $159,175,815 to $352,280,703 (+121%).
- Added an office in Aberdeen, SD.

### January 2026
- Added the business name Quant Portfolio Advisors.

### December 2025
- Item 11 disclosure answers changed: 1 yes answer, previously 0 (now yes: 11.H(2)).

### November 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Elysium Wealth Management, LLC (CRD 312068): Form ADV filing data as of October 2026.