Tyler A. Thomas

ELYSIUM WEALTH MANAGEMENT

SOUTH JORDAN, UT 84095

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CRD#: 2958709

Professional summary

Tyler Allen Thomas is a registered financial advisor currently at ELYSIUM WEALTH MANAGEMENT, LLC located in South Jordan, Utah.

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.

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.

(1.) 04/2024 Independent Licensed insurance Agent; Magna, Utah; Type of Insurance Sold - Life, Accident & Health / Sickness, Variable & Annuity (2.) 08/2016 Investing Paradigms; Owner/Operator; Magna, Utah; Platform used to create education online content geared towards the financial industry

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tyler Allen Thomas'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®

None

Experience

Current

August 7, 2024 - Present

ELYSIUM WEALTH MANAGEMENT, LLC

Office #1: 1802 W. South Jordan Parkway #130, South Jordan, UT 84095

RIA

CRD#: 312068

SOUTH JORDAN, UT

Past

November 23, 2015 - August 29, 2016

E*TRADE SECURITIES LLC

CRD#: 29106

SANDY, UT

Past

May 5, 2003 - March 24, 2004

WELLS FARGO INVESTMENTS, LLC

CRD#: 10582

SAN FRANCISCO, CA

Past

October 12, 2001 - September 26, 2002

MONY SECURITIES CORPORATION

CRD#: 4386

NEW YORK, NY

Past

November 1, 2000 - October 19, 2001

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

March 12, 1999 - November 1, 2000

MORGAN STANLEY DEAN WITTER ONLINE INC.

CRD#: 34925

SAN FRANCISCO, CA

Past

November 28, 1997 - February 23, 1999

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SMITHFIELD, RI

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

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

State Security Law Exam

IAR

Series 65

Date: 7/19/2024

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/22/2015

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 8/29/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/23/2015

General Securities Representative Examination

Principal/Supervisory Exam

Series 4

Date: 3/30/2001

Registered Options Principal Examination

Principal/Supervisory Exam

Series 24

Date: 10/27/2000

General Securities Principal 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

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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Tyler A. Thomas

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

E*TRADE SECURITIES LLC

WELLS FARGO INVESTMENTS, LLC

MONY SECURITIES CORPORATION

MORGAN STANLEY DW INC.

MORGAN STANLEY DEAN WITTER ONLINE INC.

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

ELYSIUM WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/19/2024

Series 63

Date: 12/22/2015

SIE

Date: 8/29/2016

Series 7

Date: 11/23/2015

Series 4

Date: 3/30/2001

Series 24

Date: 10/27/2000

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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