Eliason Wealth Management, LLC

EST. AUM
$842,238

CONTACTS

CLIENT ACCOUNTS
27

Firm Details

Metro area Denver
CRD Number 318316
Website eliasonwealthmanagement.com
Client types

Overview

Eliason Wealth Management LLC (EWM) is a boutique, independent registered investment advisor headquartered in Centennial, Colorado. Established by its President and CEO, Emmanuel K. Eliason, a Certified Financial Planner (CFP®) and Enrolled Agent (EA), the practice focuses on delivering holistic, fiduciary-level planning and custom asset allocation strategies. EWM explicitly optimizes its advisory workflows to serve distinct target clients including business owners, corporate executives, Black professionals, and federal government employees. The firm’s core investment management methodology rejects speculative stock-picking, relying instead on long-term academic evidence and global diversification principles anchored by the Dimensional Fund Advisors (DFA) philosophy. EWM strategically blends continuous portfolio oversight through low-cost institutional mutual funds and ETFs with active tax-mitigation strategies, retirement cash flow projections, risk/insurance planning, and legacy structuring.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Eliason Wealth Management, LLC

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

Events

Company