RIA Intel›Advisers›Arizona›ELION FINANCIAL, LLC

ELION FINANCIAL, LLC

Advisory

TUCSON, AZ

Data as of Aug 21, 2026 · Source: SEC Form ADV

Average account

$129K

across 370 accounts

AUM per adviser

$48M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 21, 2026.

Total AUM

$48M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$48M

Discretionary AUM$22M

Non-Discretionary AUM$26M

Discretionary %45.9%

Total Clients53

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

53 clients

16 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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