DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Elysium Wealth Management, LLC
Latest filing Sep 2, 2026
First filing on the tape Feb 14, 2024 · 17 filings
SEC status approved since Mar 15, 2024
RAUM
$352M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
99%
$350M individuals and HNW
Advisors
17
registered through the firm on IAPD
RAUM per advisor
$20.7M
derived; firm RAUM over IAPD count
Employees
22
10 advisory (5.B.1)
Offices
6
beyond the principal office
Private funds
0
reported on Schedule D
History
17 filings and snapshots on the tape
RAUM$352M as of Aug 26, 2026
Mar 29, 2024$116M then
HNW client RAUM$252M as of Aug 26, 2026
Mar 29, 2024$77.0M then
State-registered IARs (5.B.3)15 as of Aug 26, 2026
Mar 29, 20246 then
Employees (5.A)22 as of Aug 26, 2026
Mar 29, 20248 then
Private funds: no history
RAUM +121% over the last fiscal yearIARs 8 to 15offices 2 to 6
Practice profile
derived from the filing of Sep 2, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- RAUM per advisor
- $20.7MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 45derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.8MderivedHNW RAUM over HNW clients
- Average account
- $237,706derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.7%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.3derivedItem 5.A over advisors
- Advisors per office
- 2.4derived7 offices incl. principal (1.F.5)
- RAUM growth, one year
- +121%derivedbetween the last two annual amendments
- Advisor growth, one year
- +88%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +84%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, selection of other advisers, publications, educational seminars, otherreportedItem 5.G
- Custody
- $107M, 291 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$252M72%
- Individuals$97.8M28%
- Pension and profit-sharing plans$2.3M0.7%
- Corporations and businesses$293,1230.1%
- Individual clients
- 622reported
- HNW clients
- 143reported
- Pension plan clients
- 7reported
- Charitable clients
- n/areported
- Accounts
- 1,482reported
- Financial planning clients
- 1-10reported
- Wrap fee programs
- noreported
- Custody of client assets
- $107M for 291 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
17 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Jeff E Busch | South Jordan, Ut | Apr 9, 2021 | 10 y | 0 |
| John Steven Bergquist | South Jordan, Ut | Apr 9, 2021 | 25 y | 1 |
| Jeffrey Scott Wood | South Jordan, Ut | Apr 9, 2021 | 15 y | 0 |
| John Karl Rice | South Jordan, Ut | Jun 23, 2022 | 34 y | 0 |
| Bryan Kyle BurrisCertified Financial Planner | Morrison, Co | May 22, 2024 | 23 y | 1 |
| Ryan Michael CarringtonChartered Financial Analyst | Orem, Ut | Jun 25, 2024 | 20 y | 0 |
| John Wesley Carrington | South Jordan, Ut | Jun 27, 2024 | 20 y | 5 |
| Tyler Allen Thomas | Chandler, Az | Aug 7, 2024 | 10 y | 0 |
| Jill Naomi Floden | South Jordan, Ut | Feb 4, 2025 | 25 y | 1 |
| Ryan Thomas WeigelCertified Financial Planner | South Jordan, Ut | Feb 4, 2025 | 17 y | 2 |
| Alan Paul Fletcher | South Jordan, Ut | Feb 12, 2025 | 10 y | 0 |
| Jason Haymore | South Jordan, Ut | Apr 17, 2025 | 16 y | 0 |
| Jason Sterzer | South Jordan, Ut | Apr 29, 2025 | 10 y | 0 |
| Anthony James Schwab | Aberdeen, Sd | Aug 11, 2025 | 11 y | 0 |
| Taylor Judy Waldron | Mesa, Az | Mar 30, 2026 | 12 y | 0 |
| Colby Mallett | South Jordan, Ut | Jun 29, 2026 | 10 y | 0 |
| Kevin Shane Golding | South Jordan, Ut | Jul 6, 2026 | 28 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Jill Naomi Floden from Eide Bailly Advisors, LLCFeb 4, 2025 · Other
- Ryan Thomas Weigel from Sequoia Financial Group, L.L.C.Feb 4, 2025 · RIA to RIA
- John Wesley Carrington from Salt Wealth PartnersJun 27, 2024 · Other
- Bryan Kyle Burris from Salt Wealth PartnersMay 22, 2024 · Other
- John Steven Bergquist from Iams Wealth Management, LLCApr 9, 2021 · RIA to RIA
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Wesley John Carrington · Chief Executive Officer & Chief Compliance Officercontrolsince 01/2024 · owns less than 5%
- M Carson Pearson · Chief Executive Officercontrolsince 10/2020 · owns 25% to 50% of Elysium Holdings, LLC
Entity owners
- Elysium Holdings, LLC · Ownerdirect · owns 75% or more
Related persons
Schedule D 7.A
- Elliott Smithn
- Elysium Financial Solutions, LLCreal estaten
- Elysium Legal LLCn
- Elysium Tax Services, LLCinsurancen
- Law Office Of Carson M. Pearsonn
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| South Jordan, Ut · principal | 17 | 3 | 0 |
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
ADV anomalies
5 against comparable advisers; where to look, not conclusions
- client count surgeChange between filings · filing Apr 1, 2026individual and HNW clients (Item 5.D) moved from 416.0 to 765.0 (+84.0%) between the annual amendments of 2025-03-30 and 2026-04-01; the peer median change was +3.0% (3309 comparable advisers, 99.0th percentile of changes)peers: independent wealth managers, $100M to $500M (3,309) · 99% percentile
- RAUM up 50 %Change between filings · filing Apr 1, 2026RAUM (Item 5.F) moved from $159,175,815 to $352,280,703 (+121.0%) between the annual amendments of 2025-03-30 and 2026-04-01; the peer median change was +15.0% (4550 comparable advisers, 99.0th percentile of changes)peers: independent wealth managers, $100M to $500M (4,550) · 99% percentile
- account count surgeChange between filings · filing Apr 1, 2026accounts (Item 5.F.2.f) moved from 906.0 to 1,482.0 (+64.0%) between the annual amendments of 2025-03-30 and 2026-04-01; the peer median change was +5.0% (3687 comparable advisers, 96.0th percentile of changes)peers: independent wealth managers, $100M to $500M (3,687) · 96% percentile
- advisor count surgeChange between filings · filing Apr 1, 2026advisory representatives (Item 5.B.3) moved from 8.0 to 15.0 (+88.0%) between the annual amendments of 2025-03-30 and 2026-04-01; the peer median change was 0.0% (965 comparable advisers, 100.0th percentile of changes)peers: independent wealth managers, $100M to $500M (965) · 100% percentile
- employee count surgeChange between filings · filing Apr 1, 2026employees (Item 5.A) moved from 13.0 to 22.0 (+69.0%) between the annual amendments of 2025-03-30 and 2026-04-01; the peer median change was 0.0% (507 comparable advisers, 99.0th percentile of changes)peers: independent wealth managers, $100M to $500M (507) · 99% percentile
What changed
consecutive filings, newest first
- Financial planning clients · 1-10 to 1-10Aug 26, 2026 to Sep 2, 2026
- Succession · false to unsetAug 26, 2026 to Sep 2, 2026
- Other offices · 5 to 6Apr 1, 2026 to Aug 26, 2026
- Accounts · 906 to 1,482Jan 16, 2026 to Mar 30, 2026
- Advisory employees · 8 to 10Jan 16, 2026 to Mar 30, 2026
- HNW clients · 73 to 143Jan 16, 2026 to Mar 30, 2026
- Individual clients · 343 to 622Jan 16, 2026 to Mar 30, 2026
- Pension plan clients · 1 to 7Jan 16, 2026 to Mar 30, 2026
- Employees · 13 to 22Jan 16, 2026 to Mar 30, 2026
- State-registered IARs · 8 to 15Jan 16, 2026 to Mar 30, 2026
- Discretionary RAUM · $159M to $352MJan 16, 2026 to Mar 30, 2026
- HNW RAUM · $95.9M to $252MJan 16, 2026 to Mar 30, 2026
- Individual RAUM · $62.3M to $97.8MJan 16, 2026 to Mar 30, 2026
- Pension RAUM · $899,735 to $2.3MJan 16, 2026 to Mar 30, 2026
- RAUM · $159M to $352MJan 16, 2026 to Mar 30, 2026
- Assets in custody · $32.1M to $107MDec 2, 2025 to Jan 16, 2026
- Custody of client assets · false to trueDec 2, 2025 to Jan 16, 2026
- Custody of client assets · true to falseMay 13, 2025 to Oct 29, 2025
- Financial planning clients · 1-10 to 1-10Mar 30, 2025 to May 13, 2025
- Other offices · 2 to 5Mar 30, 2025 to May 13, 2025
- Accounts · 714 to 906Feb 4, 2025 to Mar 30, 2025
- Advisory employees · 6 to 8Feb 4, 2025 to Mar 30, 2025
- Advisory activities · 5 to 6Feb 4, 2025 to Mar 30, 2025
- Charity clients · 1.0 to unsetFeb 4, 2025 to Mar 30, 2025
- Corporate clients · unset to 1.0Feb 4, 2025 to Mar 30, 2025
- HNW clients · 66 to 73Feb 4, 2025 to Mar 30, 2025
- Individual clients · 256 to 343Feb 4, 2025 to Mar 30, 2025
- Pension plan clients · unset to 1.0Feb 4, 2025 to Mar 30, 2025
- Assets in custody · unset to 32078072.0Feb 4, 2025 to Mar 30, 2025
- Custody of client assets · false to trueFeb 4, 2025 to Mar 30, 2025
- Employees · 8 to 13Feb 4, 2025 to Mar 30, 2025
- State-registered IARs · 6 to 8Feb 4, 2025 to Mar 30, 2025
- Discretionary RAUM · $116M to $159MFeb 4, 2025 to Mar 30, 2025
- HNW RAUM · $77.0M to $95.9MFeb 4, 2025 to Mar 30, 2025
- Individual RAUM · $38.9M to $62.3MFeb 4, 2025 to Mar 30, 2025
- Pension RAUM · unset to 899735.0Feb 4, 2025 to Mar 30, 2025
- RAUM · $116M to $159MFeb 4, 2025 to Mar 30, 2025
- Other offices · 1 to 2Jul 18, 2024 to Jan 31, 2025
- Business name · LIFT WEALTH MANAGEMENT, LLC to ELYSIUM WEALTH MANAGEMENT, LLCFeb 14, 2024 to Mar 29, 2024
- Legal name · LIFT WEALTH MANAGEMENT, LLC to ELYSIUM WEALTH MANAGEMENT, LLCFeb 14, 2024 to Mar 29, 2024
Signals
3 dated events
- Elysium Wealth Management, Llc reported RAUM $352.3M, up 121% from $159.2M (2026-01-16 to 2026-03-30)Mar 30, 2026 · RAUM change · derived
- Steven John Bergquist (Chief Executive Officer) no longer on Schedule A of Elysium Wealth Management, Llc (listed 2024-02-14, absent 2024-03-29)Mar 29, 2024 · Control person left · inference
- Lift Wealth Management, Llc filed its initial SEC registration (Form ADV)Feb 14, 2024 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- cyndy@saltwealthpartners.comreportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/saltwealth-partnersreportedpublic record, Form ADV, Sep 18, 2026
- Firm profile
- linkedin.com/company/elysium-holdingsreportedpublic record, Form ADV, Sep 18, 2026
- Website
- saltwealthpartners.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 385-276-4716reportedpublic record, Form ADV, Sep 2, 2026
- Team page
- saltwealthpartners.com/team.htmlreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $20.7Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026