COO & CCO · Elysium Wealth Management, LLC
Jill N. Floden
CRD 4361451 · Named on Form ADV at one SEC-registered adviser
At a glance
Elysium Wealth Management, LLC, an SEC-registered wealth manager based in South Jordan, UT with $352 million in regulatory assets, lists Jill N. Floden on its Form ADV as COO & CCO, a control person.
Firms and roles
- Elysium Wealth Management, LLCCOO & CCOWealth manager · South Jordan, UT · $352M in regulatory assets
AtlasMembers
Jill’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- John S. BergquistPresident, Elysium Wealth Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jill’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.