Ryan T. Weigel

ELYSIUM WEALTH MANAGEMENT

SOUTH JORDAN, UT 84095

Some features on this profile are disabled

CRD#: 6687074

Professional summary

Ryan Thomas Weigel, CFP®, who also goes by Ryan Weigel, is a registered financial advisor currently at ELYSIUM WEALTH MANAGEMENT, LLC located in South Jordan, Utah.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Ryan has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ryan Weigel

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.) ELYSIUM FINANCIAL SERVICES LLC., - AGENT -INSURANCE- SINCE 02/2025 - INVESTMENT RELATED 2.) RYAN WEIGEL FARMS - OWNER - LAND RENTAL - ABERDEEN, SD - SINCE 01/2009 - INVESTMENT RELATED

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Thomas Weigel'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: 2019

Experience

Current

February 4, 2025 - Present

ELYSIUM WEALTH MANAGEMENT, LLC

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

RIA

CRD#: 312068

SOUTH JORDAN, UT

Past

September 26, 2024 - February 28, 2025

SEQUOIA FINANCIAL GROUP, L.L.C.

RIA

CRD#: 117756

Aberdeen, SD

Past

November 16, 2016 - November 8, 2024

EIDE BAILLY ADVISORS, LLC

RIA

CRD#: 113564

Aberdeen, SD

Past

September 13, 2016 - August 10, 2023

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

CRD#: 20804

ABERDEEN, SD

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

South Dakota
(2/5/2025)

IAR

Utah
(2/4/2025)

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 66

Date: 10/25/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/13/2016

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)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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.

Similar Advisors

Reuben Rowley

EAGLE STRATEGIES LLC

IAR

AMERICAN FORK, UT

Neal Hansen

NET WORTH ADVISORY GROUP, LLC

IAR

Sandy, UT

Justin Lizama

SIMPLE FINANCIAL, LLC

IAR

West Jordan, UT

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Ryan T. Weigel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Thomas Weigel's CRS (Customer Relationship Summary).

Certified licenses

Experience

ELYSIUM WEALTH MANAGEMENT, LLC

SEQUOIA FINANCIAL GROUP, L.L.C.

EIDE BAILLY ADVISORS, LLC

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

Primary Firm SEC Registration

ELYSIUM WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/25/2016

SIE

Date: 10/1/2018

Series 7

Date: 9/13/2016

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

Similar Advisors