AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
Ryan Thomas Weigel

Ryan Thomas Weigel

CFP®
ELYSIUM WEALTH MANAGEMENT
SOUTH JORDAN, UT
·CRD# 6687074·10 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Ryan Weigel

Blog Corner

Similar Advisors

RR
Reuben Mccoy Rowley

EAGLE STRATEGIES LLC

AMERICAN FORK, UT · CRD#
View profile
JL
Justin Carlos Lizama

SIMPLE FINANCIAL, LLC

WEST JORDAN, UT · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

RR
Reuben Mccoy Rowley

EAGLE STRATEGIES LLC

AMERICAN FORK, UT · CRD#
Neal Jones Hansen
Neal Jones Hansen

NET WORTH ADVISORY GROUP, LLC

SANDY, UT · CRD#
JL
Justin Carlos Lizama

SIMPLE FINANCIAL, LLC

WEST JORDAN, UT · CRD#

Contact Information

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

Similar Advisors

RR
Reuben Mccoy Rowley

EAGLE STRATEGIES LLC

AMERICAN FORK, UT · CRD#
Neal Jones Hansen
Neal Jones Hansen

NET WORTH ADVISORY GROUP, LLC

SANDY, UT · CRD#
JL
Justin Carlos Lizama

SIMPLE FINANCIAL, LLC

WEST JORDAN, UT · CRD#

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.

Similar Advisors

RR
Reuben Mccoy Rowley

EAGLE STRATEGIES LLC

AMERICAN FORK, UT · CRD#
Neal Jones Hansen
Neal Jones Hansen

NET WORTH ADVISORY GROUP, LLC

SANDY, UT · CRD#
JL
Justin Carlos Lizama

SIMPLE FINANCIAL, LLC

WEST JORDAN, UT · CRD#

Credentials

CFP®
Certified Financial PlannerSince 2019

Years of Experience

10 years in the financial services industry

Current & Past Employments

ELYSIUM WEALTH MANAGEMENT, LLC·CRD# 312068
RIA
1802 W. South Jordan Parkway #130, South Jordan, UT 84095
February 4, 2025 - Present
SEQUOIA FINANCIAL GROUP, L.L.C.·CRD# 117756
RIA
Aberdeen, SD
September 26, 2024 - February 28, 2025
EIDE BAILLY ADVISORS, LLC·CRD# 113564
RIA
Aberdeen, SD
November 16, 2016 - November 8, 2024
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER·CRD# 20804
BD
Aberdeen, SD
September 13, 2016 - August 10, 2023

Similar Advisors

RR
Reuben Mccoy Rowley

EAGLE STRATEGIES LLC

AMERICAN FORK, UT · CRD#
Neal Jones Hansen
Neal Jones Hansen

NET WORTH ADVISORY GROUP, LLC

SANDY, UT · CRD#
JL
Justin Carlos Lizama

SIMPLE FINANCIAL, LLC

WEST JORDAN, UT · CRD#

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

Similar Advisors

RR
Reuben Mccoy Rowley

EAGLE STRATEGIES LLC

AMERICAN FORK, UT · CRD#
Neal Jones Hansen
Neal Jones Hansen

NET WORTH ADVISORY GROUP, LLC

SANDY, UT · CRD#
JL
Justin Carlos Lizama

SIMPLE FINANCIAL, LLC

WEST JORDAN, UT · CRD#

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

Similar Advisors

RR
Reuben Mccoy Rowley

EAGLE STRATEGIES LLC

AMERICAN FORK, UT · CRD#
Neal Jones Hansen
Neal Jones Hansen

NET WORTH ADVISORY GROUP, LLC

SANDY, UT · CRD#
JL
Justin Carlos Lizama

SIMPLE FINANCIAL, LLC

WEST JORDAN, UT · CRD#

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
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

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

Series 66 — Uniform Combined State Law Examination

Passed Oct 2016About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Sep 2016About the Series 7 exam

Similar Advisors

RR
Reuben Mccoy Rowley

EAGLE STRATEGIES LLC

AMERICAN FORK, UT · CRD#
Neal Jones Hansen
Neal Jones Hansen

NET WORTH ADVISORY GROUP, LLC

SANDY, UT · CRD#
JL
Justin Carlos Lizama

SIMPLE FINANCIAL, LLC

WEST JORDAN, UT · CRD#

CRS (Client Relationship Summary) - RIA

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

CRS (Customer Relationship Summary)

Similar Advisors

RR
Reuben Mccoy Rowley

EAGLE STRATEGIES LLC

AMERICAN FORK, UT · CRD#
Neal Jones Hansen
Neal Jones Hansen

NET WORTH ADVISORY GROUP, LLC

SANDY, UT · CRD#
JL
Justin Carlos Lizama

SIMPLE FINANCIAL, LLC

WEST JORDAN, UT · CRD#
Ryan Thomas Weigel
Follow Ryan
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required