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 that began SEC registration in 2024 and operates as a limited liability company with domestic/individual ownership. The firm positions itself as a capital allocator serving both high-net-worth individuals and families as well as institutional clients. Its advisory services include financial planning, discretionary and non-discretionary portfolio management for individuals, small businesses and institutions, and selection of outside managers. Fees are charged via a percentage of assets under management, hourly billing, and fixed fees. Elyxium is not captured as an active ESG investor on its filings.
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
2 of 2YALE KOFMAN
Founding Partner and COOCRD 2297270
Mark Bogar
Deputy Chief Investment OfficerCRD 2211199
Contacts
3 of 4JEFFREY MORTIMER
Founding PartnerCRD 2497060
TODD GOLPER
Founding PartnerCRD 6166174
LYNNE DORSEY
PresidentCRD 1820490
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 48Active vs passive
$135M in ETFs
59%
$79.2M
37%
$56.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $16.2M | 24,834 | 11.98% |
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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