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Tyler Allen Thomas

ELYSIUM WEALTH MANAGEMENT
Chandler, AZ
·CRD# 2958709·29 years experience

Professional Summary

Tyler Allen Thomas is a registered financial advisor currently at ELYSIUM WEALTH MANAGEMENT, LLC located in Chandler, Arizona. Tyler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Tyler has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 4 and Series 24 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

29 years in the financial services industry

Current & Past Employments

Current

ELYSIUM WEALTH MANAGEMENT, LLCCurrent·CRD# 312068
RIA
3170 S Gilbert Rd Suite 5, Chandler, AZ 85286
August 7, 2024 - Present

Past

E*TRADE SECURITIES LLCPast·CRD# 29106
BD
Sandy, UT
November 23, 2015 - August 29, 2016
WELLS FARGO INVESTMENTS, LLCPast·CRD# 10582
BD
San Francisco, CA
May 5, 2003 - March 24, 2004
MONY SECURITIES CORPORATIONPast·CRD# 4386
BD
New York, NY
October 12, 2001 - September 26, 2002
MORGAN STANLEY DW INC.Past·CRD# 7556
BD
Purchase, NY
November 1, 2000 - October 19, 2001
MORGAN STANLEY DEAN WITTER ONLINE INC.Past·CRD# 34925
BD
San Francisco, CA
March 12, 1999 - November 1, 2000
FIDELITY BROKERAGE SERVICES LLCPast·CRD# 7784
BD
Smithfield, RI
November 28, 1997 - February 23, 1999

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Current Firm

EW
ELYSIUM WEALTH MANAGEMENT, LLC

ELYSIUM WEALTH MANAGEMENT | SALT WEALTH PARTNERS | QUANT PORTFOLIO ADVISORS | LIFT WEALTH MANAGEMENT, LLC | ELYSIUM WEALTH MANAGEMENT, LLC

CRD#: 312068 / SEC#: 801-129684
RIA
Registered Investment Advisory firm - SEC (3/15/2024 Approved)
Texas
Registered Investment Advisory firm - Texas (2/4/2025 Terminated)
Utah
Registered Investment Advisory firm - Utah (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).

Contact Information

Main Address

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

Phone Number

(385) 276-4716

# of Employees

22

SEC notice filing (11 States and Territories)

Registered to provide investment advisory services in 11 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PART 2A FIRM BROCHURE (3/30/2026)

Regulatory Assets Under Management

Total Number of Accounts

1,482

AUM (Assets Under Management)

$352,280,703

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

(1.) 04/2024-present; Elysium Financial Solutions, LLC.; Insurance Agent; Magna, Utah; 10 hours per month; 9 hours during trading hours; insurance product sales. (2.) 08/2016 Investing Paradigms; Owner/Operator; Magna, Utah; 2 hours per month, none during trading hours. Educational platform and rental property.

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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".
EW
ELYSIUM WEALTH MANAGEMENT, LLC

ELYSIUM WEALTH MANAGEMENT | SALT WEALTH PARTNERS | QUANT PORTFOLIO ADVISORS | LIFT WEALTH MANAGEMENT, LLC | ELYSIUM WEALTH MANAGEMENT, LLC

CRD#: 312068 / SEC#: 801-129684
RIA
Registered Investment Advisory firm - SEC (3/15/2024 Approved)
Texas
Registered Investment Advisory firm - Texas (2/4/2025 Terminated)
Utah
Registered Investment Advisory firm - Utah (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.
IAR
Arizona
(11/26/2025)
IAR
Utah
(8/7/2024)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jul 2024About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Dec 2015About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Aug 2016About the SIE exam

Series 7 — General Securities Representative Examination

Passed Nov 2015About the Series 7 exam

Series 4 — Registered Options Principal Examination

Passed Mar 2001About the Series 4 exam

Series 24 — General Securities Principal Examination

Passed Oct 2000About the Series 24 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Tyler Allen Thomas's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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