Elyxium Wealth LLC
Firm details
- Headquarters
- Beverly Hills, California
- CRD number
- 328603
- Registered since
- May 9, 2024
- Website
- www.elyxwealth.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Elyxium Wealth LLC is an independent registered investment adviser organized as an LLC that provides wealth management and planning to individual and family clients. The firm is registered with the SEC (registered in 2024) and positions itself as a capital allocator that combines financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Its fee model includes a percentage of assets under management as well as hourly and fixed-fee arrangements. Elyxium does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities42%
- Public Funds/Mutual Funds31%
- State & Local Bonds14%
- Private Funds7%
- Investment Grade Corp Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 112Active vs passive
$208M in ETFs
56%
$116M
40%
$92.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AVANTIS INTERNATIONAL EQUITY ETF (AVDE) | Avantis | Active | Foreign Large Blend | $26.2M | 290,612 | 12.60% |
Location
Beverly Hills, CA
Los Angeles
Location
Beverly Hills, CA
Headquartered in Beverly Hills, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 400 S Beverly Dr
- Time zone
- PT (UTC-8)
- Office locations
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