Claim Profile
CP

Carson M Pearson

ELYSIUM WEALTH MANAGEMENT, LLC·SOUTH JORDAN, Utah
Unclaimed Profile
1802 W. SOUTH JORDAN PARKWAY, SOUTH JORDAN, UT 84095CRD# 6378681Firm CRD# 312068
01

About

Carson M Pearson is a registered financial advisor based in SOUTH JORDAN, Utah, affiliated with ELYSIUM WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
ELYSIUM WEALTH MANAGEMENT, LLC
ELYSIUM WEALTH MANAGEMENT, LLC
AUM
$116M
Regulatory assets under management
Employees
8
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 6378681
Firm CRD# 312068
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SOUTH JORDAN?

Browse all registered financial advisors in SOUTH JORDAN, Utah or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty