← Tributary

ELYSIUM WEALTH MANAGEMENT, LLC

SOUTH JORDAN, UT · CRD 312068 · IAPD ↗ · saltwealthpartners.com · 385-276-4716

$352.3MRegulatory AUM
10Advisory reps
22Employees
0Clients
1-10Planning clients
0Private funds
11States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
September 2026 — ELYSIUM WEALTH MANAGEMENT, LLC added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2026 — ELYSIUM WEALTH MANAGEMENT, LLC grew from 8 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
73
April 2026 — ELYSIUM WEALTH MANAGEMENT, LLC reported RAUM up 121% ($159.2M -> $352.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
February 2026 — ELYSIUM WEALTH MANAGEMENT, LLC now reports custody of client assets ($107.2M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
50
December 2025 — ELYSIUM WEALTH MANAGEMENT, LLC's Item 11 disclosure-reporting entries rose by 1 (0 -> 1).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
48
June 2025 — ELYSIUM WEALTH MANAGEMENT, LLC notice-filed in AZ, MN, NE, NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
June 2025 — ELYSIUM WEALTH MANAGEMENT, LLC added office(s): 2 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
62
April 2025 — ELYSIUM WEALTH MANAGEMENT, LLC reported RAUM up 37% ($116.0M -> $159.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
April 2025 — ELYSIUM WEALTH MANAGEMENT, LLC now reports custody of client assets ($32.1M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
67
April 2025 — ELYSIUM WEALTH MANAGEMENT, LLC grew from 6 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
42
March 2025 — ELYSIUM WEALTH MANAGEMENT, LLC notice-filed in SD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
February 2025 — ELYSIUM WEALTH MANAGEMENT, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
25
July 2024 — ELYSIUM WEALTH MANAGEMENT, LLC changed its website from ut.myelysium.com to saltwealthpartners.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
42
July 2024 — ELYSIUM WEALTH MANAGEMENT, LLC notice-filed in CT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
44
June 2024 — ELYSIUM WEALTH MANAGEMENT, LLC notice-filed in CA, ID.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
April 2024 — ELYSIUM WEALTH MANAGEMENT, LLC (SOUTH JORDAN, UT) is newly SEC-registered with $116.0M RAUM and 6 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.