ES
Elliot P. Smith
ELYSIUM WEALTH MANAGEMENT
SOUTH JORDAN, UT 84095
Some features on this profile are disabled
CRD#: 7310022
ES
Professional summary
Elliot Porter Smith is a registered financial advisor currently at ELYSIUM WEALTH MANAGEMENT, LLC located in South Jordan, Utah.
Elliot is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Elliot has worked at 2 firms and has passed the Series 65 exam.
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. ELLIOT SMITH, SOLE PROPRIETOR; INVESTMENT RELATED; SOUTH JORDAN, UT; INSURANCE; INSURANCE AGENT; START DATE 08/2017; LESS THAN 1% OF TIME, 0 HRS DURING SECURITIES TRADING
2. PEARSON BUTLER, PLLC; NOT INVESTMENT RELATED; SOUTH JORDAN, UT; LAW FIRM; PARTNER; START DATE 02/2016; APPROX. 240 HRS/MO, 120 HRS/MO DURING SECURITIES TRADING
3. UTAH CPA PARTNERS, PLLC; NOT INVESTMENT RELATED; SOUTH JORDAN, UT; CPA FIRM; OWNER; START DATE 01/2018; LESS THAN 1% OF TIME, 0 HRS DURING SECURITIES TRADING
CRS (Client Relationship Summary) - RIA
Click below to view Elliot Porter Smith's 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®
NoneExperience
Current
April 9, 2021 - Present
ELYSIUM WEALTH MANAGEMENT, LLC
Office #1: 1802 W. South Jordan Parkway #130, South Jordan, UT 84095RIA
CRD#: 312068
SOUTH JORDAN, UT
Past
November 9, 2020 - April 8, 2021
WEALTH MANAGEMENT CPAS, LLC
RIA
CRD#: 310096
South Jordan, UT
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 | 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)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(4/9/2021)
Current Firm
EW
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
13
SEC notice filing (11 States and Territories)
Documents
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.
