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John Karl Rice

Elysium Wealth Management, LLC

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About John Karl Rice

John Karl Rice is an Investment Adviser Representative at Elysium Wealth Management, LLC. John Karl Rice has been in the industry for 30 years and has a Series 65 license. John Karl Rice is registered with the state of Utah. John Karl Rice provides financial planning, educational seminars, and portfolio management for individuals. Elysium Wealth Management, LLC is based in South Jordan, Utah. The firm has 4 employees and manages approximately $116 million in assets for 714 clients. The firm primarily serves high-net-worth individuals, individuals other than high-net-worth, and charitable organizations.

Firm Information

John Rice 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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John Rice’s Registration & Firm History

UT

06/23/2022 - Present

Elysium Wealth Management, LLC (SOUTH JORDAN UT)

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Licenses & Designations

IA

Issued 06/03/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Karl Rice.
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