DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Elyxium Wealth LLC
Latest filing Aug 21, 2026
First filing on the tape Apr 5, 2024 · 15 filings
SEC status approved since May 9, 2024
RAUM
$1.4B
reported, Item 5.F
Discretionary
95%
of RAUM
Private clients
100%
$1.4B individuals and HNW
Advisors
7
registered through the firm on IAPD
RAUM per advisor
$198M
derived; firm RAUM over IAPD count
Employees
7
7 advisory (5.B.1)
Offices
4
beyond the principal office
Private funds
1
reported on Schedule D
History
15 filings and snapshots on the tape
RAUM$1.4B as of Aug 21, 2026
Feb 25, 2025$260M then
HNW client RAUM$1.4B as of Aug 21, 2026
Feb 25, 2025$248M then
State-registered IARs (5.B.3)7 as of Aug 21, 2026
Feb 25, 20254 then
Employees (5.A)7 as of Aug 21, 2026
Feb 25, 20256 then
Private funds1 as of Aug 21, 2026
Mar 30, 20261 then
RAUM +207% over the last fiscal yearIARs 4 to 7offices 0 to 4
Practice profile
derived from the filing of Aug 21, 2026; every figure names its basis
Archetypes, each a printed rule
- RIA with private funds · a wealth manager (private-client share at least 50 percent) that reports at least one private fund on Schedule D 7.B.(1)
- UHNW private wealth · private-client share at least 50 percent, HNW at least 90 percent of private-client RAUM, and average HNW client assets at least $10M
- RAUM per advisor
- $198MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 8derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $24.8MderivedHNW RAUM over HNW clients
- Average account
- $3.3MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 95%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 1.4derived5 offices incl. principal (1.F.5)
- RAUM growth, one year
- +81%derivedbetween the last two annual amendments
- Advisor growth, one year
- +25%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisersreportedItem 5.G
- Custody
- $501M, 100 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$1.4B100%
- Individual clients
- 0reported
- HNW clients
- 56reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 418reported
- Financial planning clients
- 26-50reported
- Wrap fee programs
- noreported
- Custody of client assets
- $501M for 100 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
7 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Yale I Kofman | Beverly Hills, Ca | May 10, 2024 | 33 y | 3 |
| Todd Nicholas GolperCertified Financial Planner | Beverly Hills, Ca | May 13, 2024 | 12 y | 0 |
| Lynne Todd DorseyChartered Financial Analyst | Beverly Hills, Ca | Jun 19, 2024 | 35 y | 0 |
| Mark Allan BogarChartered Financial Analyst | Beverly Hills, Ca | Apr 4, 2025 | 19 y | 2 |
| Jeffrey Matthew MortimerChartered Financial Analyst | Beverly Hills, Ca | Jun 2, 2025 | 32 y | 2 |
| Patrick Maurizio Parisi | Hampton, Nh | Feb 16, 2026 | 28 y | 3 |
| Claire WarrenCertified Financial Planner | Beverly Hills, Ca | Aug 17, 2026 | 11 y | 0 |
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Patrick Maurizio Parisi from Bmo Family Office, LLCFeb 16, 2026 · RIA to RIA
- Jeffrey Matthew Mortimer from Bainco International Investors LLCJun 2, 2025 · Other
- Mark Allan Bogar from Pallas Capital Advisors, LLCApr 4, 2025 · RIA to RIA
- Yale I Kofman from First Republic Securities Company, LLCMay 10, 2024 · Other
Private funds
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Spv Exposure To Spacex LLC | $180M | 1 | Aug 21, 2026 |
Owners and control persons
Schedule A and B, latest filing
- I Yale Kofman · Chief Compliance Officer & Chief Operations Officercontrolsince 04/2024 · owns less than 5%
- Todd Lynne Dorsey · Managing Membercontrolsince 04/2024 · owns 75% or more of One Landmark Enterprises LLC
- Nicholas Todd Golper · Managing Membercontrolsince 04/2024 · owns 75% or more of Green Haven Ventures, LLC
- I Yale Kofman · Managing Membercontrolsince 04/2024 · owns 75% or more of Takkeg, LLC
- Matthew Jeffrey Mortimer · Managing Membercontrolsince 04/2024 · owns 75% or more of 22 Laurel Ventures, LLC
- Anthony Abraham Dairi · Managing Membersince 04/2024 · owns 75% or more of Legendairi Holdings LLC
Entity owners
- 22 Laurel Ventures, LLC · Managing Memberdirect · owns 10% to 25%
- Green Haven Ventures, LLC · Managing Memberdirect · owns 10% to 25%
- One Landmark Enterprises LLC · Managing Memberdirect · owns 10% to 25%
- Takkeg, LLC · Managing Memberdirect · owns 10% to 25%
- Legendairi Holdings LLC · Managing Memberdirect · owns 10% to 25%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Beverly Hills, Ca · principal | 7 | 2 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
7 against comparable advisers; where to look, not conclusions
- control person changedChange between filings · filing Aug 21, 2026MORTIMER, JEFFREY, MATTHEW (MANAGING MEMBER) left Schedule A between the filings of 2024-05-09 and 2026-08-21peers: independent wealth managers, $1B to $5B (1,360)
- control person changedChange between filings · filing Aug 21, 2026DORSEY, LYNNE, TODD (MANAGING MEMBER) left Schedule A between the filings of 2024-05-09 and 2026-08-21peers: independent wealth managers, $1B to $5B (1,360)
- control person changedChange between filings · filing Aug 21, 2026KOFMAN, YALE, I (CHIEF COMPLIANCE OFFICER & CHIEF OPERATIONS OFFICER) left Schedule A between the filings of 2024-05-09 and 2026-08-21peers: independent wealth managers, $1B to $5B (1,360)
- control person changedChange between filings · filing Aug 21, 2026GOLPER, TODD, NICHOLAS (MANAGING MEMBER) left Schedule A between the filings of 2024-05-09 and 2026-08-21peers: independent wealth managers, $1B to $5B (1,360)
- RAUM up 50 %Change between filings · filing Mar 30, 2026RAUM (Item 5.F) moved from $452,733,952 to $819,041,675 (+81.0%) between the annual amendments of 2025-04-16 and 2026-03-30; the peer median change was +17.0% (1297 comparable advisers, 96.0th percentile of changes)peers: independent wealth managers, $1B to $5B (1,297) · 96% percentile
- discretionary share shiftChange between filings · filing Mar 30, 2026discretionary share of RAUM moved from 100.0% to 68.0% between the annual amendments of 2025-04-16 and 2026-03-30peers: independent wealth managers, $1B to $5B (1,360)
- account count surgeChange between filings · filing Mar 30, 2026accounts (Item 5.F.2.f) moved from 279.0 to 841.0 (+201.0%) between the annual amendments of 2025-04-16 and 2026-03-30; the peer median change was +6.0% (1206 comparable advisers, 98.0th percentile of changes)peers: independent wealth managers, $1B to $5B (1,206) · 98% percentile
What changed
consecutive filings, newest first
- Accounts · 841 to 418May 18, 2026 to Aug 21, 2026
- Advisory employees · 6 to 7May 18, 2026 to Aug 21, 2026
- Charity clients · unset to 0.0May 18, 2026 to Aug 21, 2026
- Corporate clients · unset to 0.0May 18, 2026 to Aug 21, 2026
- HNW clients · 51 to 56May 18, 2026 to Aug 21, 2026
- Individual clients · unset to 0.0May 18, 2026 to Aug 21, 2026
- Pension plan clients · unset to 0.0May 18, 2026 to Aug 21, 2026
- Pooled vehicle clients · unset to 0.0May 18, 2026 to Aug 21, 2026
- Employees · 6 to 7May 18, 2026 to Aug 21, 2026
- State-registered IARs · 6 to 7May 18, 2026 to Aug 21, 2026
- Discretionary RAUM · $556M to $1.3BMay 18, 2026 to Aug 21, 2026
- HNW RAUM · $819M to $1.4BMay 18, 2026 to Aug 21, 2026
- Individual RAUM · unset to 0.0May 18, 2026 to Aug 21, 2026
- Non-discretionary RAUM · $263M to $69.3MMay 18, 2026 to Aug 21, 2026
- Pension RAUM · unset to 0.0May 18, 2026 to Aug 21, 2026
- Pooled vehicle RAUM · unset to 0.0May 18, 2026 to Aug 21, 2026
- RAUM · $819M to $1.4BMay 18, 2026 to Aug 21, 2026
- Advisory employees · 5 to 6Mar 30, 2026 to May 18, 2026
- Assets in custody · $321M to $501MMar 30, 2026 to May 18, 2026
- Employees · 5 to 6Mar 30, 2026 to May 18, 2026
- State-registered IARs · 5 to 6Mar 30, 2026 to May 18, 2026
- Other offices · 0 to 4Mar 30, 2026 to May 18, 2026
- Accounts · 279 to 841Sep 5, 2025 to Mar 30, 2026
- Charity clients · 1.0 to unsetSep 5, 2025 to Mar 30, 2026
- HNW clients · 45 to 51Sep 5, 2025 to Mar 30, 2026
- Individual clients · 7.0 to unsetSep 5, 2025 to Mar 30, 2026
- Assets in custody · $46.4M to $321MSep 5, 2025 to Mar 30, 2026
- Financial planning clients · 1-10 to 26-50Sep 5, 2025 to Mar 30, 2026
- Private funds · unset to 1Sep 5, 2025 to Mar 30, 2026
- Discretionary RAUM · $452M to $556MSep 5, 2025 to Mar 30, 2026
- HNW RAUM · $438M to $819MSep 5, 2025 to Mar 30, 2026
- Individual RAUM · 4729871.0 to unsetSep 5, 2025 to Mar 30, 2026
- Non-discretionary RAUM · $801,489 to $263MSep 5, 2025 to Mar 30, 2026
- RAUM · $453M to $819MSep 5, 2025 to Mar 30, 2026
- Advisory employees · 4 to 5Jul 9, 2025 to Sep 5, 2025
- Employees · 4 to 5Jul 9, 2025 to Sep 5, 2025
- State-registered IARs · 4 to 5Jul 9, 2025 to Sep 5, 2025
- Financial planning clients · 1-10 to 1-10Apr 16, 2025 to Jul 9, 2025
- Accounts · 178 to 279Feb 25, 2025 to Apr 16, 2025
- Charity clients · unset to 1.0Feb 25, 2025 to Apr 16, 2025
Signals
9 dated events
- Elyxium Wealth Llc reported RAUM $1.4B, up 70% from $819.0M (2026-05-18 to 2026-08-21)Aug 21, 2026 · RAUM change · derived
- Elyxium Wealth Llc reported RAUM $819.0M, up 81% from $452.7M (2025-09-05 to 2026-03-30)Mar 30, 2026 · RAUM change · derived
- Elyxium Wealth Llc reported RAUM $452.7M, up 74% from $260.4M (2025-02-25 to 2025-04-16)Apr 16, 2025 · RAUM change · derived
- Nicholas Todd Golper (Managing Member) appeared on Schedule A of Elyxium Wealth LlcMay 9, 2024 · Control person joined · fact
- Todd Lynne Dorsey (Managing Member) appeared on Schedule A of Elyxium Wealth LlcMay 9, 2024 · Control person joined · fact
- Matthew Jeffrey Mortimer (Managing Member) appeared on Schedule A of Elyxium Wealth LlcMay 9, 2024 · Control person joined · fact
- Anthony Abraham Dairi (Managing Member) appeared on Schedule A of Elyxium Wealth LlcMay 9, 2024 · Control person joined · fact
- I Yale Kofman (Chief Executive Officer) appeared on Schedule A of Elyxium Wealth LlcApr 19, 2024 · Control person joined · fact
- Elysium Family Office filed its initial SEC registration (Form ADV)Apr 5, 2024 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Elyxium Wealth LLC · Independent Sponsorsshared crd · capital_provider
How to reach
public business contact points only, each with its source
- Website
- ELYXWEALTH.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- (310) 221-8349*224reportedpublic record, Form ADV, Aug 21, 2026
- Team page
- ELYXWEALTH.COM/teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $198Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026