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Anthony James Schwab

Elysium Wealth Management, LLC

South Jordan, UT

Aberdeen, SD

CRD 8130440

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Employer firm

Elysium Wealth Management, LLC CRD 312068

$352M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars
  • FINANCIAL CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Elysium Wealth Management, Llc

1802 W. South Jordan Parkway #130, South Jordan, UT 84095 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2025-08-12
SD RA APPROVED 2025-08-11
  • UT RA
    APPROVED
    Since 2025-08-12
  • SD RA
    APPROVED
    Since 2025-08-11

Branch Locations

1802 W. South Jordan Parkway #130, South Jordan, UT 84095 • United States

Aberdeen, SD • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Eide Bailly Llp Aberdeen SD 01/2020 06/2025
Primrose Retirement Communities, Llc Aberdeen SD 07/2015 12/2019
Elysium Wealth Management, Llc. South Jordan UT 07/2025 Present
  • 01/2020 → 06/2025
    Eide Bailly Llp
    Aberdeen, SD
  • 07/2015 → 12/2019
    Primrose Retirement Communities, Llc
    Aberdeen, SD
  • 07/2025 → Present
    South Jordan, UT
Other Businesses

1. Schwab Audiology, Inc.; Not Investment-related; Aberdeen, SD; audiology clinic; Officer devoting 5 hours/month; 08/2015; 5 hours per month; 0 hours during securities trading hours; Bookkeeping/finance administration. 2. HSS Investment LLC; Investment-related; Aberdeen, SD; Small Investment Partnership; 1/3 Owner; 11/2017; 1 hour per month; 0 hours during securities trading hours; Bookkeeping/owner for investment partnership.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-11
  • S65 Uniform Investment Adviser Law Examination
    2025-08-11
Other Names
  • Tony Schwab
  • Anthony Schwab

View on SEC IAPD

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