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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

ELYXIUM WEALTH LLC

CRD 328603

BEVERLY HILLS, CA

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Search this name across graphsid dfx:ria:0d1c4a22-14ca-b75c-58c8-78b326c51950

Data as of Aug 21, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 18
Dated events: 9
On other graphs: 1
Observed: Apr 5, 2024 to Aug 21, 2026
15 observations

Right now

one signal names this record (all ria / wealth signals)

#1NewDerived metricRIA / WealthAdvisor Recruiting Intelligence

Elyxium Wealth Llc reported RAUM $1.4B, up 70% from $819.0M (2026-05-18 to 2026-08-21)

Dated 2026-08-21 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

Advisor Recruiting IntelligenceAug 21, 2026 · seen 6 days ago

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Independent Sponsorsidentity

Elyxium Wealth LLC

Capital provider to sponsors · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.4BItem 5.F on the latest filing (2026-08-21); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.3B
Private client RAUM: $1.4BderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $198Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 7
Advisory employees: 7
Offices: 4Schedule D 1.F, beyond the principal office
Accounts: 418
Individual clients: 0
High net worth clients: 56
Private funds: 1Schedule D 7.B(1)
Custody, client assets: $501M
SEC number: 801-130221
CRD: 328603
Filings on the tape: 15
First filed: Apr 5, 2024
Latest filed: Aug 21, 2026
Organised: Limited Liability Company, DE
Website: elyxwealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
YALE I KOFMAN	n/a	BEVERLY HILLS, CA	2	33	3	no
TODD NICHOLAS GOLPER	Certified Financial Planner	BEVERLY HILLS, CA	2	12	n/a	no
LYNNE TODD DORSEY	Chartered Financial Analyst	BEVERLY HILLS, CA	2	35	n/a	no
Mark Allan Bogar	Chartered Financial Analyst	BEVERLY HILLS, CA	1	19	2	no
JEFFREY MATTHEW MORTIMER	Chartered Financial Analyst	BEVERLY HILLS, CA	1	32	2	no
PATRICK MAURIZIO PARISI	n/a	Hampton, NH \| BEVERLY HILLS, CA	0	28	3	no
Claire Warren	Certified Financial Planner	BEVERLY HILLS, CA	0	11	n/a	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
SPV EXPOSURE TO SPACEX LLC	n/a	$180M	Aug 21, 2026	1	Aug 21, 2026	reported	021-566713

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
22 LAUREL VENTURES, LLC	MANAGING MEMBER	B	yes	05/2024	Aug 21, 2026	Aug 21, 2026
GREEN HAVEN VENTURES, LLC	MANAGING MEMBER	B	yes	05/2024	Aug 21, 2026	Aug 21, 2026
ONE LANDMARK ENTERPRISES LLC	MANAGING MEMBER	B	yes	05/2024	Aug 21, 2026	Aug 21, 2026
TAKKEG, LLC	MANAGING MEMBER	B	yes	05/2024	Aug 21, 2026	Aug 21, 2026
DORSEY, LYNNE, TODD	MANAGING MEMBER	E	yes	04/2024	May 9, 2024	Aug 26, 2024
GOLPER, TODD, NICHOLAS	MANAGING MEMBER	E	yes	04/2024	May 9, 2024	Aug 26, 2024
KOFMAN, YALE, I	CHIEF COMPLIANCE OFFICER & CHIEF OPERATIONS OFFICER	Na	yes	04/2024	Apr 19, 2024	Aug 26, 2024
KOFMAN, YALE, I	MANAGING MEMBER	E	yes	04/2024	Apr 19, 2024	Aug 26, 2024
MORTIMER, JEFFREY, MATTHEW	MANAGING MEMBER	E	yes	04/2024	May 9, 2024	Aug 26, 2024
LEGENDAIRI HOLDINGS LLC	MANAGING MEMBER	B	no	05/2024	Aug 21, 2026	Aug 21, 2026
DAIRI, ABRAHAM, ANTHONY	MANAGING MEMBER	E	no	04/2024	May 9, 2024	Aug 26, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 2 of 3

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$819M	$556M	5	5	0	1	n/a
2024	Apr 16, 2025	$453M	$452M	4	4	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	4	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.4B	$453M	206.9%	n/a	n/a	7	4	4	0

Relationships

Registered with (7)

← Claire WarrenAdvisorregistration: current employment
Aug 17, 2026 to presentfactForm ADV
← PATRICK MAURIZIO PARISIAdvisorregistration: current employment
Feb 16, 2026 to presentfactForm ADV
← JEFFREY MATTHEW MORTIMERAdvisorregistration: current employment
Jun 2, 2025 to presentfactForm ADV
← Mark Allan BogarAdvisorregistration: current employment
Apr 4, 2025 to presentfactForm ADV
← LYNNE TODD DORSEYAdvisorregistration: current employment
Jun 19, 2024 to presentfactForm ADV
← TODD NICHOLAS GOLPERAdvisorregistration: current employment
May 13, 2024 to presentfactForm ADV
← YALE I KOFMANAdvisorregistration: current employment
May 10, 2024 to presentfactForm ADV

Controls (8)

← DORSEY, LYNNE, TODDOwnerMANAGING MEMBER, ownership code E, individual
May 9, 2024 to Aug 26, 2024factForm ADV
← KOFMAN, YALE, IOwnerMANAGING MEMBER, ownership code E, individual
Apr 19, 2024 to Aug 26, 2024factForm ADV
← MORTIMER, JEFFREY, MATTHEWOwnerMANAGING MEMBER, ownership code E, individual
May 9, 2024 to Aug 26, 2024factForm ADV
← GOLPER, TODD, NICHOLASOwnerMANAGING MEMBER, ownership code E, individual
May 9, 2024 to Aug 26, 2024factForm ADV
← 22 LAUREL VENTURES, LLCOwnerMANAGING MEMBER, ownership code B, domestic entity
May 9, 2024 to Aug 26, 2024factForm ADV
← GREEN HAVEN VENTURES, LLCOwnerMANAGING MEMBER, ownership code B, domestic entity
May 9, 2024 to Aug 26, 2024factForm ADV
← ONE LANDMARK ENTERPRISES LLCOwnerMANAGING MEMBER, ownership code B, domestic entity
May 9, 2024 to Aug 26, 2024factForm ADV
← TAKKEG, LLCOwnerMANAGING MEMBER, ownership code B, domestic entity
May 9, 2024 to Aug 26, 2024factForm ADV

Owns (2)

← DAIRI, ABRAHAM, ANTHONYOwnerMANAGING MEMBER, ownership code E, individual
May 9, 2024 to Aug 26, 2024factForm ADV
← LEGENDAIRI HOLDINGS LLCOwnerMANAGING MEMBER, ownership code B, domestic entity
May 9, 2024 to Aug 26, 2024factForm ADV

Dated events

Occurred
Aug 21, 2026
Regulatory AUM changed
Elyxium Wealth Llc reported RAUM $1.4B, up 70% from $819.0M (2026-05-18 to 2026-08-21)
Form ADVobserved 6 days ago
$570M
Occurred
Mar 30, 2026
Regulatory AUM changed
Elyxium Wealth Llc reported RAUM $819.0M, up 81% from $452.7M (2025-09-05 to 2026-03-30)
Form ADVobserved 6 days ago
$366M
Occurred
Apr 16, 2025
Regulatory AUM changed
Elyxium Wealth Llc reported RAUM $452.7M, up 74% from $260.4M (2025-02-25 to 2025-04-16)
Form ADVobserved 6 days ago
$192M
Occurred
May 9, 2024
Control person joined
Nicholas Todd Golper (Managing Member) appeared on Schedule A of Elyxium Wealth Llc
Form ADVobserved 6 days ago
Occurred
May 9, 2024
Control person joined
Todd Lynne Dorsey (Managing Member) appeared on Schedule A of Elyxium Wealth Llc
Form ADVobserved 6 days ago
Occurred
May 9, 2024
Control person joined
Matthew Jeffrey Mortimer (Managing Member) appeared on Schedule A of Elyxium Wealth Llc
Form ADVobserved 6 days ago
Occurred
May 9, 2024
Control person joined
Anthony Abraham Dairi (Managing Member) appeared on Schedule A of Elyxium Wealth Llc
Form ADVobserved 6 days ago
Occurred
Apr 19, 2024
Control person joined
I Yale Kofman (Chief Executive Officer) appeared on Schedule A of Elyxium Wealth Llc
Form ADVobserved 6 days ago
Occurred
Apr 5, 2024
First Form ADV filing
Elysium Family Office filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0d1c4a22-14ca-b75c-58c8-78b326c51950
First observed: Apr 5, 2024
Last observed: Aug 21, 2026 31 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ELYXIUM WEALTH LLC

CRD 328603

BEVERLY HILLS, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0d1c4a22-14ca-b75c-58c8-78b326c51950

Data as of Aug 21, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:25 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

YALE I KOFMAN

n/a

BEVERLY HILLS, CA

TODD NICHOLAS GOLPER

Certified Financial Planner

BEVERLY HILLS, CA

n/a

LYNNE TODD DORSEY

Chartered Financial Analyst

BEVERLY HILLS, CA

n/a

Mark Allan Bogar

Chartered Financial Analyst

BEVERLY HILLS, CA

JEFFREY MATTHEW MORTIMER

Chartered Financial Analyst

BEVERLY HILLS, CA

PATRICK MAURIZIO PARISI

n/a

Hampton, NH | BEVERLY HILLS, CA

Claire Warren

Certified Financial Planner

BEVERLY HILLS, CA

n/a

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

SPV EXPOSURE TO SPACEX LLC

n/a

$180M

Aug 21, 2026

reported

021-566713

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

22 LAUREL VENTURES, LLC

MANAGING MEMBER

yes

05/2024

Aug 21, 2026

GREEN HAVEN VENTURES, LLC

MANAGING MEMBER

yes

05/2024

Aug 21, 2026

ONE LANDMARK ENTERPRISES LLC

MANAGING MEMBER

yes

05/2024

Aug 21, 2026

TAKKEG, LLC

MANAGING MEMBER

yes

05/2024

Aug 21, 2026

DORSEY, LYNNE, TODD

MANAGING MEMBER

yes

04/2024

May 9, 2024

Aug 26, 2024

GOLPER, TODD, NICHOLAS

MANAGING MEMBER

yes

04/2024

May 9, 2024

Aug 26, 2024

KOFMAN, YALE, I

CHIEF COMPLIANCE OFFICER & CHIEF OPERATIONS OFFICER

yes

04/2024

Apr 19, 2024

Aug 26, 2024

KOFMAN, YALE, I

MANAGING MEMBER

yes

04/2024

Apr 19, 2024

Aug 26, 2024

MORTIMER, JEFFREY, MATTHEW

MANAGING MEMBER

yes

04/2024

May 9, 2024

Aug 26, 2024

LEGENDAIRI HOLDINGS LLC

MANAGING MEMBER

05/2024

Aug 21, 2026

DAIRI, ABRAHAM, ANTHONY

MANAGING MEMBER

04/2024

May 9, 2024

Aug 26, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$819M

$556M

n/a

2024

Apr 16, 2025

$453M

$452M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.4B

$453M

206.9%

n/a