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John Karl Rice

Elysium Wealth Management, LLC

South Jordan, UT

CRD 7578527

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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 2022-06-23
  • UT RA
    APPROVED
    Since 2022-06-23

Branch Locations

1802 W. South Jordan Parkway #130, South Jordan, UT 84095 • 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
John K. Rice, Attorney At Law Pc West Jordan UT 06/1992 09/2021
Pearson Butler Llc South Jordan UT 09/2021 Present
Lift Wealth Management South Jordan UT 06/2022 Present
  • 06/1992 → 09/2021
    John K. Rice, Attorney At Law Pc
    West Jordan, UT
  • 09/2021 → Present
    Pearson Butler Llc
    South Jordan, UT
  • 06/2022 → Present
    Lift Wealth Management
    South Jordan, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-06-03
  • S65 Uniform Investment Adviser Law Examination
    2022-06-03
Other Names
  • John Rice
  • John K Rice

View on SEC IAPD

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