Elyxium Wealth LLC

RIASEC RegisteredEst. 2024
Total AUM
$819M
Discretionary
$556M
68% of AUM
Avg account
$974K
Accounts
841
Employees
6
Advisory reps
6

Firm details

Headquarters
Beverly Hills, California
CRD number
328603
Registered since
May 9, 2024
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 first registered with the SEC in 2024. The firm acts as a capital allocator and serves both individual/family and institutional clients. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and selection of other advisers. Elyxium charges a mix of fee arrangements — percentage of AUM, hourly, and fixed fees — and is not identified as an active ESG investor. The snapshot classifies Elyxium as an independent RIA that uses third‑party managers as part of its allocation process. The firm is marked as not a multi‑state adviser and not newly formed despite its recent SEC registration. It engages in manager selection and direct portfolio management, which aligns with its role as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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
  • Yale Kofman

    Yale Kofman

    Founding Partner and COOCRD 2297270

  • Mark Bogar

    Mark Bogar

    Deputy Chief Investment OfficerCRD 2211199

Contacts

3 of 4
  • Jeffrey Mortimer

    Jeffrey Mortimer

    Founding PartnerCRD 2497060

  • Todd Golper

    Todd Golper

    Founding PartnerCRD 6166174

  • Lynne Dorsey

    Lynne Dorsey

    PresidentCRD 1820490

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Wealth teams

FINTRX

Newly hired reps

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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%

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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