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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Northern Trust
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-09-2024
- Office Locations
- 2
Office Locations
About Elyxium Wealth LLC
Elyxium Wealth is an invitation-only wealth management firm within Elyxium Group, offering a family office-style relationship and private fund manager capabilities. The team partners with wealth owners to build and manage dynamic wealth plans and investment strategies, emphasizing discretion, transparency, and streamlined access to relevant resources. Clients can log in via a BDReporting.com portal for reporting.
Reported data analysis
What the numbers show
Between September 5, 2025 and May 18, 2026, reported AUM increased 80.9%, from $452.7M to $819.0M.
Across 3 reported observations, AUM increased 214.5% between August 26, 2024 and May 18, 2026, from $260.4M to $819.0M.
Of the latest reported AUM, 67.9% is discretionary and 32.1% is non-discretionary.
The firm reports 7 advisory representatives and 56 clients, or 8 clients per representative. That equates to $24.8M in reported AUM per client.
The profile lists 2 reported office locations and 2 years in operation. The source data was last updated on August 14, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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The full Elyxium Wealth LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
YALE I KOFMAN
Chief Compliance Officer, Chief Operations Officer, Investment Advisor
- CRD
- #2297270
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
Unlock allContacts
Jesse Bareilles
Director, Family Wealth
- CRD
- --
Mark Allan Bogar
Deputy Chief Investment Officer
- CRD
- #2211199
Showing 2 of 17 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,320,084,764 | $1,026,367 |
| Non-Discretionary | $69,267,498 | $878,764 |
| Total | $1,389,352,262 | $973,890 |
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Separately Managed Accounts
SMA allocation detail is available
Elyxium Wealth LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Elyxium Wealth LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.