AdFi
EW

Elyxium Wealth LLC

SEC Registered
Assets Under Management
$1B–$5B
Office Locations
1 office
Total Accounts
418

About the firm

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

High Net WorthBanking or Thrift Institutions

Services

Investment ManagementEstate PlanningTax PlanningInsuranceCharitable Giving

Leadership

Yale I Kofman
CHIEF COMPLIANCE OFFICER & CHIEF OPERATIONS OFFICER
Llc Green Haven Ventures
MANAGING MEMBER
Llc Takkeg
MANAGING MEMBER
One Landmark Enterprises Llc
MANAGING MEMBER
Llc 22 Laurel Ventures
MANAGING MEMBER
Yale I Kofman
MANAGING MEMBER
Todd Nicholas Golper
MANAGING MEMBER
Lynne Todd Dorsey
MANAGING MEMBER
Jeffrey Matthew Mortimer
MANAGING MEMBER

Office locations

1 office in 1 state
CA
Beverly HillsHQ

Advisors at this firm

6 advisors in the directory

Regulatory & compliance

CRD number
#328603
SEC Number
801-130221
Disciplinary History
No
Fees & Minimums
Fee arrangements the firm reports: AUM / Hourly / Flat Fee

Data as of August 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Elyxium Wealth LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Elyxium Wealth in Beverly Hills, CA - Fees & Services