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Alan Paul Fletcher

Elysium Wealth Management, LLC

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About Alan Paul Fletcher

Alan Fletcher is a registered investment advisor representative with Elysium Wealth Management, LLC in South Jordan, Utah. Alan has been in the industry since 2016. His firm has offices in South Jordan. Alan's primary focus is on providing financial planning and portfolio management services to individuals and charitable organizations. Alan also offers educational seminars and selects other advisors for clients. The firm manages over $116 million in assets.

Firm Information

Alan Fletcher is currently registered with Elysium Wealth Management, LLC. Elysium Wealth Management, LLC is an investment advisor registered with the SEC and located in SOUTH JORDAN, UT. They offer a range of services including financial planning, educational seminars, publication of periodicals, and portfolio management for individuals. The firm manages approximately $116,022,527 in assets for 714 accounts. They serve individuals, high net worth individuals, and charitable organizations.
Elysium Wealth Management, LLC

1802 W. SOUTH JORDAN PARKWAY

SOUTH JORDAN, UT 84095

$116.02M

Assets Under Management

4

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alan Fletcher’s Registration & Firm History

UT

02/12/2025 - Present

Elysium Wealth Management, LLC (SOUTH JORDAN UT)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alan Paul Fletcher.
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