Elysium Wealth Management, Llc
- Regulatory AUM
- $352M
- Discretionary
- $352M
- Clients
- 773
- Avg AUM / client
- $456K
- Accounts
- 1,482
- Employees
- 22
AUM over time
Annual snapshots from Form ADV filings · as of Apr 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 622 | $97.8M | 27.8% |
| High net worth individuals | 143 | $252M | 71.5% |
| Pension and profit sharing plans | 7 | $2.3M | 0.65% |
| Corporations and other businesses | 1 | $293K | 0.08% |
People (18)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Pearson, Carson, M | Chief Executive Officer | Oct 2020 (6y) | ≈ 18.75% – 50% via Elysium Holdings, Llc | |
| John Wesley Carrington | Chief Executive Officer & Chief Compliance Officer | Jan 2024 (3y) | Less than 5% | |
| Jeff E Busch | Registered representative | Apr 2021 (5y) | ||
| Jeffrey Scott Wood | Registered representative | Apr 2021 (5y) | ||
| John Steven Bergquist | Registered representative | Apr 2021 (5y) | ||
| John Karl Rice | Registered representative | Jun 2022 (4y) | ||
| Bryan Kyle Burris | Registered representative | CFP | May 2024 (2y) | |
| Ryan Michael Carrington | Registered representative | CFA | Jun 2024 (2y) | |
| Tyler Allen Thomas | Registered representative | Aug 2024 (2y) | ||
| Jill Naomi Floden | Registered representative | Feb 2025 (1y) | ||
| Ryan Thomas Weigel | Registered representative | CFP | Feb 2025 (1y) | |
| Alan Paul Fletcher | Registered representative | Feb 2025 (1y) | ||
| Jason Haymore | Registered representative | Apr 2025 (1y) | ||
| Jason Sterzer | Registered representative | Apr 2025 (1y) | ||
| Anthony James Schwab | Registered representative | Aug 2025 (1y) | ||
| Taylor Judy Waldron | Registered representative | Mar 2026 (0y) | ||
| Colby Mallett | Registered representative | Jun 2026 (0y) | ||
| Kevin Shane Golding | Registered representative | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Elysium Holdings, Llc | Owner | Jan 2024 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Pearson, Carson, M: 25% – 50% of Elysium Holdings, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/01/2026 | 1.25 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $346M (98% of AUM) Apr 2026
- Eqis Capital Management, Inc. $3.3M (3% of AUM) Feb 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 01, 2026.
View current Form ADV (SEC/IAPD) ↗