Colby Mallett
Investment adviser representative at Elysium Wealth Management, LLC
10 yearsExperience
1 stateRegistered in
$352.3MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Elysium Wealth Management, LLC.Jun 2026 to now
- Elysium Financial Solutions, LLC.Mar 2026 to now
- Utah Valley UniversityJan 2024 to Apr 2026
- Salt Lake Community CollegeJan 2023 to Dec 2023
- Church of Jesus Christ of Latter-day SaintsJan 2021 to Dec 2022
- Salt Lake Community CollegeAug 2020 to Dec 2020
- Copper Hills High SchoolMar 2016 to Jun 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (UT).
Elysium Wealth Management, LLC
$352.3MAssets managed
773Clients
14Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8231936
- Firm CRD
- 312068