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Carson M Pearson

ELYSIUM WEALTH MANAGEMENT, LLC·SOUTH JORDAN, Utah
SIE, Series 6, Series 63Clean recordELYSIUM WEALTH MANAGEMENT, LLC
1802 W. SOUTH JORDAN PARKWAY, SOUTH JORDAN, UT 84095CRD# 6378681Firm CRD# 312068

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Carson M Pearson · SOUTH JORDAN, UT
Registration
CRD #6378681 · ELYSIUM WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
ELYSIUM WEALTH MANAGEMENT, LLC
CRD 312068 · SEC 801-129684
AUM
$116M
Regulatory assets under management
Employees
8
714 client accounts
Services offered by ELYSIUM WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at ELYSIUM WEALTH MANAGEMENT, LLC →
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Frequently Asked Questions

What services does Carson M Pearson offer?
Carson M Pearson specializes in Financial Planning, Investment Management. Contact their office in SOUTH JORDAN, Utah for a consultation.
What are Carson M Pearson's credentials?
Carson M Pearson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carson M Pearson located?
Carson M Pearson is based in SOUTH JORDAN, Utah, working with ELYSIUM WEALTH MANAGEMENT, LLC. Their office serves clients in the SOUTH JORDAN metropolitan area and surrounding communities.
How does Carson M Pearson charge for services?
Carson M Pearson's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ELYSIUM WEALTH MANAGEMENT, LLC?
ELYSIUM WEALTH MANAGEMENT, LLC has approximately 8 employees and manages $116M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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