{"url":"https://nivawealth.com/firms/elysium-wealth-management-312068","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/312068","regulatoryAum":352280703,"crd":"312068","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4333717","suffix":null,"lastName":"BERGQUIST","firstName":"JOHN","middleName":"STEVEN"},{"crd":"1279296","suffix":null,"lastName":"BURRIS","firstName":"BRYAN","middleName":"KYLE"},{"crd":"4795916","suffix":null,"lastName":"BUSCH","firstName":"JEFF","middleName":"E"},{"crd":"5021080","suffix":null,"lastName":"CARRINGTON","firstName":"JOHN","middleName":"WESLEY"},{"crd":"4221070","suffix":null,"lastName":"CARRINGTON","firstName":"RYAN","middleName":"MICHAEL"},{"crd":"6761048","suffix":null,"lastName":"Fletcher","firstName":"Alan","middleName":"Paul"},{"crd":"4361451","suffix":null,"lastName":"FLODEN","firstName":"JILL","middleName":"NAOMI"},{"crd":"8277679","suffix":null,"lastName":"Golding","firstName":"Kevin","middleName":"Shane"},{"crd":"8078103","suffix":null,"lastName":"Haymore","firstName":"Jason","middleName":null},{"crd":"8231936","suffix":null,"lastName":"Mallett","firstName":"Colby","middleName":null},{"crd":"7578527","suffix":null,"lastName":"RICE","firstName":"JOHN","middleName":"KARL"},{"crd":"8130440","suffix":null,"lastName":"Schwab","firstName":"Anthony","middleName":"James"},{"crd":"8084952","suffix":null,"lastName":"Sterzer","firstName":"Jason","middleName":null},{"crd":"2958709","suffix":null,"lastName":"THOMAS","firstName":"TYLER","middleName":"ALLEN"},{"crd":"8239053","suffix":null,"lastName":"Waldron","firstName":"Taylor","middleName":"Judy"},{"crd":"6687074","suffix":null,"lastName":"Weigel","firstName":"Ryan","middleName":"Thomas"},{"crd":"4428011","suffix":null,"lastName":"WOOD","firstName":"JEFFREY","middleName":"SCOTT"}],"total":17,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2024-07-18","regulatoryAum":116022527,"clients":323,"employees":8,"offices":2},{"filedOn":"2025-05-13","regulatoryAum":159175815,"clients":418,"employees":13,"offices":6},{"filedOn":"2026-09-02","regulatoryAum":352280703,"clients":773,"employees":22,"offices":7}],"secFileNumber":"801-129684","legalName":"Elysium Wealth Management, LLC","displayName":"Elysium Wealth Management","slug":"elysium-wealth-management-312068","website":"https://saltwealthpartners.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/elysium-wealth-management/","founded":null,"organization":"Utah limited liability company","fiscalYearEnd":"December","headquarters":{"street":"1802 W. South Jordan Parkway, #130","city":"South Jordan","state":"UT","stateName":"Utah","country":"United States","postalCode":"84095"},"tradeNames":["Elysium Wealth Management","Quant Portfolio Advisors","Salt Wealth Partners"],"registration":{"secApproved":"15 March 2024","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":457119.1111111111,"staff":{"employees":22,"advisory":10,"brokerDealerReps":0,"insuranceAgents":8,"promoters":0},"aum":{"regulatory":352280703,"discretionary":352280703,"discretionaryAccounts":1482,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":622,"regulatoryAum":97814322},{"label":"High-net-worth individuals","clients":143,"regulatoryAum":251881798},{"label":"Pension and profit-sharing plans","clients":7,"regulatoryAum":2291460},{"label":"Corporations and other businesses","clients":1,"fewerThan5":true,"regulatoryAum":293123}],"feePrograms":[{"role":"main","program":"Portfolio Management","feeBasis":"whole_balance","fee_tiers":[{"to":500000,"pct":1.5,"from":0},{"to":1000000,"pct":1.35,"from":500000},{"to":2000000,"pct":1.2,"from":1000000},{"to":5000000,"pct":1.05,"from":2000000},{"to":null,"pct":0.9,"from":5000000}],"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030860","versionId":1030860,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-03-30","documentName":"PART 2A FIRM BROCHURE","fee_rate_low":0.9,"fee_rate_high":1.5,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial Planning","summary":"Hourly fee of up to $350 for financial planning, with an estimated plan fee given beforehand and due on delivery; waived if the client implements the plan with the firm.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030860","versionId":1030860,"submittedOn":"2026-03-30","documentName":"PART 2A FIRM BROCHURE"},{"role":"other","program":"Wealth Consultation","summary":"One-time flat fee set by project complexity, or a fixed flat rate monthly, quarterly or yearly, deducted from the custodian account or invoiced and due within 30 days.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030860","versionId":1030860,"submittedOn":"2026-03-30","documentName":"PART 2A FIRM BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T10:57:41.686614+00:00","documents":[{"name":"PART 2A FIRM BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030860","versionId":1030860,"submittedOn":"2026-03-30"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":345890137}],"custodyNote":"Elysium Wealth Management has custody of $107M for 291 clients.","otherCustodians":[],"leadership":[{"name":"John Bergquist","title":"President","crd":"4333717"},{"name":"Jill Floden","title":"COO & CCO","crd":"4361451"}],"ownership":[{"label":"Elysium Holdings, LLC","detail":"Owner in the 75% or more ownership band and a control person, since January 2024."},{"label":"Carson Pearson","detail":"Indirect owner: a chief executive officer of Elysium Holdings, LLC in the 25% to 50% band and a control person, since October 2020.","parent":"Elysium Holdings, LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":6,"privateResidences":2},"listedOfficeAddresses":5,"foreignOffices":[],"officesByState":[{"state":"Arizona","offices":3,"addresses":[{"street":"3170 S Gilbert RD","city":"Chandler"},{"street":"6760 N Oracle Road","city":"Tucson"},{"street":"4854 E Baseline RD","city":"Mesa"}]},{"state":"South Dakota","offices":1,"addresses":[{"street":"10 Railroad Ave SW","city":"Aberdeen"}]},{"state":"Utah","offices":1,"addresses":[{"street":"1802 W. South Jordan Parkway, #130","city":"South Jordan","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"385-276-4716","stateRegisteredReps":15,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["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"],"financialPlanningClients":"1-10","assetMix":[{"label":"Exchange-traded equity securities","percent":81},{"label":"Non-exchange-traded equity securities","percent":3},{"label":"U.S. government/agency bonds","percent":2},{"label":"U.S. state and local bonds","percent":1},{"label":"Investment grade corporate bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":5},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":1},{"label":"Cash and cash equivalents","percent":6}],"privateFunds":0},"sources":{"adv1FilingDate":"2 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/312068/PDF/312068.pdf","brochureDate":"30 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030860","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Elysium Wealth Management have?","answer":"Elysium Wealth Management has 773 clients and manages $352 million for them, as of September 2026. They include 622 individual clients, 143 high-net-worth individuals, and 7 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 2 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Elysium Wealth Management offer?","answer":"Elysium Wealth Management provides financial planning, portfolio management for individuals and small businesses, selecting other managers, publishing newsletters, and educational seminars.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Elysium Wealth Management charge?","answer":"Elysium Wealth Management charges 0.90%–1.50% a year for its Portfolio Management. The whole portfolio is charged at the rate of its band. The fee is billed in advance and is negotiable.","source":"PART 2A FIRM BROCHURE, filed 30 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Elysium Wealth Management use?","answer":"Elysium Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $346M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 2 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Elysium Wealth Management have?","answer":"Elysium Wealth Management has 15 investment adviser representatives registered with state securities authorities, out of 22 employees, and 10 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 8 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Elysium Wealth Management invest in?","answer":"At the end of its last fiscal year, Elysium Wealth Management’s separately managed accounts held 81% exchange-traded equities, 6% cash and equivalents, 5% registered funds (mutual funds, ETFs, BDCs), 3% non-exchange-traded equities, 2% U.S. government and agency bonds, 1% state and local bonds, 1% investment grade corporate bonds and 1% pooled vehicles (private funds and similar).","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Elysium Wealth Management?","answer":"Elysium Wealth Management is owned through a holding company by Carson Pearson. Its direct owner is Elysium Holdings, LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 2 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Elysium Wealth Management get paid?","answer":"Elysium Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Elysium Wealth Management?","answer":"Elysium Wealth Management’s main office is at 1802 W. South Jordan Parkway, #130, South Jordan, UT 84095. Its phone number is 385-276-4716. Its website is saltwealthpartners.com.","source":"Form ADV Part 1A, Item 1.F, filed 2 September 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}