Firm profile

ELYXIUM WEALTH LLC

BEVERLY HILLS, CACRD 328603Latest ADV March 30, 2026

Elyxium Wealth LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Beverly Hills, CA. Its latest Form ADV filing, dated March 30, 2026, reports $819M in regulatory assets under management, 5 employees, and 841 accounts.

Assets Under Management
$819M
Employees
5
Offices
--
Total Clients
52
Primary office
BEVERLY HILLS, CA
400 S. BEVERLY DR., PENTHOUSE, BEVERLY HILLS, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone(310) 221-8349*224
WebsiteNot reported
LinkedInNot reported

Leadership

1 roles identified
CCOYale I. Kofman

Advisory services offered

4 types reported
Financial Planning Services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentHNWI represent 98.1% of total clients.
Top client categories% of clientsClients
1
HNWI
98.1%
51
2
Banks
1.9%
1

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$819Mas of March 30, 2026
Discretionary67.9%
$556M
68% of total RAUM67.9%
Non-discretionary32.1%
$263M
32% of total RAUM32.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$819M
Total Accounts841
10Y AUM Change+$819M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees5
Clients per Employee10:1
10Y Employee Change-1 (-16.7%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.