Elyxium Wealth LLC

RIASEC RegisteredEst. 2024
Total AUM
$1.4B
Discretionary
$1.3B
95% of AUM
Avg account
$3.3M
Accounts
418
Employees
7
Advisory reps
7

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

FINTRX

Overview

Elyxium Wealth LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2024. The firm serves individual and family clients and acts as a capital allocator, using both in-house portfolio management and the selection of third‑party advisers. Its advisory services include financial planning and portfolio management for individuals, small businesses, and institutional/business clients. Fee arrangements are flexible: percentage of AUM, hourly charges, and fixed fees are all used. Elyxium does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 42%, Public Funds/Mutual Funds 31%, State & Local Bonds 14%, Private Funds 7%, Investment Grade Corp Bonds 2%, US Government Bonds 1%, Cash & Cash Equivalents 1%42%
  • Exchange Traded Equities42%
  • Public Funds/Mutual Funds31%
  • State & Local Bonds14%
  • Private Funds7%
  • Investment Grade Corp Bonds2%

Owners & executives

2 of 2
  • Mark Bogar

    Mark Bogar

    Deputy Chief Investment OfficerCRD 2211199

  • Yale Kofman

    Yale Kofman

    Founding Partner and COOCRD 2297270

Contacts

3 of 5
  • Patrick Parisi

    Patrick Parisi

    Senior DirectorCRD 2883282

  • Todd Golper

    Todd Golper

    Founding PartnerCRD 6166174

  • Lynne Dorsey

    Lynne Dorsey

    PresidentCRD 1820490

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 48

Active vs passive

$194M in ETFs

Passive

56%

$108M

Active

41%

$86.1M

ETFProviderStyleCategoryValueShares% of portfolio
AVANTIS INTERNATIONAL EQUITY ETF (AVDE)AvantisActiveForeign Large Blend$25.1M281,33912.94%
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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth