Elyxium Wealth LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 328603
- SEC number
- 801-130221
- Firm type
- RIA
- Assets under management
- $819.0M as of May 18, 2026
- Website
- www.elyxwealth.com ↗
- Phone
- (310) 221-8349*224
- Address
- 400 S. Beverly Dr., Beverly Hills, CA, 90212
Advisors at this firm
6 in our index · page 1 of 1
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Mark Allan BogarCRD 2211199 · Beverly Hills, CAIA Registered
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Lynne Todd DorseyCRD 1820490 · Beverly Hills, CAIA Registered
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Todd Nicholas GolperCRD 6166174 · Beverly Hills, CAIA Registered
-
Yale I KofmanCRD 2297270 · Beverly Hills, CAIA Registered
-
Jeffrey Matthew MortimerCRD 2497060 · Beverly Hills, CAIA Registered
-
Patrick Maurizio ParisiCRD 2883282 · Hampton, NHIA Registered
1–6 of 6
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 328603 ↗
FINRA BrokerCheck record for firm CRD 328603 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.