$819.0M Total AUM
$556.3M Disc. AUM
-- 3Y CAGR
6 Employees
52 ADV. Clients
2 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-09-2024
- Office Locations
- 4
Office Locations
400 S. Beverly Dr. Penthouse Beverly Hills CA
-- -- CA
-- -- MA
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.
Team overview
40 AVG AGE
$136.5M AVG AUM / ADVISOR
$15.8M AVG AUM / CLIENT
1.5 yrs AVG TENURE
6 Employees
6 Advisory Reps
6 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Frontier Alpha fusion Legacy Unison Vertex Prime Vertex Ember wave Optima Frontier wave
Client Personas
Eagle crest
Custodian
Fusion unison Wave prime Optima
Investment Themes
Beacon alpha Wave beacon Oak
Investment Vehicles
Prime Insight Timber ember
Platform
Matrix
Services
Frontier prime Value value Wave insight Signal Bridge Optima Capital north Radial Matrix Prime Foundation vertex
Owner & Executives
YALE I KOFMAN
Chief Compliance Officer, Chief Operations Officer, Investment Advisor
- CRD
- #2297270
- Ownership
- Less than 5%
(896) 788-6910
wave.prime@embercapital.com
in linkedin.com/in/alpha-matrix
Showing 1 of 1 owners & executives
Unlock allContacts
J
Jesse Bareilles
Director, Family Wealth
- CRD
- --
(674) 822-6905
frontier.summit@momentumcapital.com
in linkedin.com/in/focus-ember
M
Mark Allan Bogar
--
- CRD
- #2211199
(256) 883-8527
zenith.bridge@wavecapital.com
in linkedin.com/in/atlas-legacy
F
Frontier meridian
Wave wave atlas
- CRD
- #26734
(720) 623-7536
legacy.vertex@embercapital.com
in linkedin.com/in/element-vertex
Showing 2 of 17 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $556,291,109 | $1,026,367 |
| Non-Discretionary | $262,750,566 | $878,764 |
| Total | $819,041,675 | $973,890 |
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Separately Managed Accounts
Total SMA Asset: $819,041,675
Equity - Exchange:
23.6% Public Funds:
13.3% Municipal Bonds:
19.4% Private Funds:
7.4% Corporate - Investment Grade:
23.9% Cash:
5.9% U.S. Government/Agency:
6.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,008,152,281 | 23.6% |
| Public Funds | $568,153,616 | 13.3% |
| Municipal Bonds | $828,735,350 | 19.4% |
| Private Funds | $316,115,546 | 7.4% |
| Corporate - Investment Grade | $1,020,967,776 | 23.9% |
| Cash | $252,038,070 | 5.9% |
| U.S. Government/Agency | $277,669,060 | 6.5% |
| Total | $4,271,831,699 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| RADIAL RADIAL | ZENITH ATLAS | 97AMKW56Y | BNWM | 8.21% | $4,344,939 |
| SUMMIT CAPITAL | NORTH ALPHA | WWMI7VUSV | IYO | 6.62% | $91,053,253 |
| MOMENTUM VALUE | OPTIMA INSIGHT | QT0S12MG3 | XYDIW | 6.36% | $11,343,860 |
| CAPITAL PATHWAY CREST | CREST OAK | 0GE9XCHP2 | VBK | 7.07% | $5,149,747 |
| PEAK SIGNAL | OAK SUMMIT | 1QL61GXLJ | PKKIW | 10.61% | $71,552,741 |
| BEACON ZENITH | UNISON HARBOR | Z3VGV72VH | SVFA | 3.96% | $89,288,764 |
| OAK MERIDIAN | HORIZON WAVE | CLDJW7UDJ | FPYZ | 9.54% | $70,703,867 |
| FOUNDATION CREST HORIZON | INSIGHT ALPHA | 67T6O622W | FKA | 9.82% | $32,081,896 |