Bryan K. Burris

ELYSIUM WEALTH MANAGEMENT

Morrison, CO

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CRD#: 1279296

Professional summary

Bryan Kyle Burris, CFP® is a registered financial advisor currently at ELYSIUM WEALTH MANAGEMENT, LLC located in Morrison, Colorado.

Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Bryan has worked at 8 firms and has passed the Series 6 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Grays and Torreys hut. This is not investment-related. Our family has a mountain rental cabin at 2284 Stephens Gulch Road, Silver Plume CO 80476. This is a property that I have managed for 23 years since 1999. Maintenance and booking rentals takes about 8 hours per month which are not done during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Kyle Burris's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1994

Experience

Current

May 22, 2024 - Present

ELYSIUM WEALTH MANAGEMENT, LLC

RIA

CRD#: 312068

Morrison, CO

Past

April 25, 2003 - June 24, 2024

SALT WEALTH PARTNERS

RIA

CRD#: 122202

MORRISON, CO

Past

February 14, 1997 - December 31, 1997

PENTAD SECURITIES, INC.

CRD#: 15161

SUN CITY, AZ

Past

August 31, 1995 - January 22, 1996

LINCOLN FINANCIAL DISTRIBUTORS, INC.

CRD#: 145

RADNOR, PA

Past

March 23, 1992 - December 1, 1992

SECURITIES AMERICA, INC.

CRD#: 10205

LAVISTA, NE

Past

April 2, 1991 - February 18, 1992

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

April 2, 1991 - February 18, 1992

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Past

July 26, 1984 - December 18, 1984

NTB FINANCIAL CORPORATION

CRD#: 7425

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ELYSIUM WEALTH MANAGEMENT, LLC

ELYSIUM WEALTH MANAGEMENT | SALT WEALTH PARTNERS | LIFT WEALTH MANAGEMENT, LLC | ELYSIUM WEALTH MANAGEMENT, LLC

CRD#: 312068 / SEC#: 801-129684

RIA

Registered Investment Advisory firm - (3/15/2024 Approved)

Texas

Registered Investment Advisory firm - (2/4/2025 Terminated)

Utah

Registered Investment Advisory firm - (2/4/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Colorado
(5/22/2024)

IAR

Texas
(5/22/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

General Industry/Product Exam

Series 6

Date: 8/30/1995

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 7

Date: 3/11/1991

General Securities Representative Examination

Current Firm

ELYSIUM WEALTH MANAGEMENT, LLC

ELYSIUM WEALTH MANAGEMENT | SALT WEALTH PARTNERS | LIFT WEALTH MANAGEMENT, LLC | ELYSIUM WEALTH MANAGEMENT, LLC

CRD#: 312068 / SEC#: 801-129684

RIA

Registered Investment Advisory firm - (3/15/2024 Approved)

Texas

Registered Investment Advisory firm - (2/4/2025 Terminated)

Utah

Registered Investment Advisory firm - (2/4/2025 Terminated)

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Contact information

Main Address

1802 W. South Jordan Parkway #130, South Jordan, UT 84095

Mailing Address

Phone number

(385) 276-4716

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A FIRM BROCHURE (10/20/2025)

Regulatory assets under management

Total Number of Accounts	906
AUM (Assets Under Management)	$ 159,175,815

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Bryan K. Burris

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Kyle Burris's CRS (Customer Relationship Summary).

Certified licenses

Experience

SALT WEALTH PARTNERS

PENTAD SECURITIES, INC.

LINCOLN FINANCIAL DISTRIBUTORS, INC.

SECURITIES AMERICA, INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

NTB FINANCIAL CORPORATION

Primary Firm SEC Registration

ELYSIUM WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 6

Date: 8/30/1995

Series 7

Date: 3/11/1991

Current Firm

ELYSIUM WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ELYSIUM WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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