A complete list of active advisors currently associated with Elyxium Wealth LLC

Warmer can help you find a great advisor at Elyxium Wealth LLC or one who fits your needs even better.

Elyxium Wealth LLC provides comprehensive wealth management and financial planning to individuals, high-net-worth clients, trusts, pension plans and other entities. The firm offers portfolio management for individuals, recommends and monitors third‑party money managers, and structures special purpose vehicles (SPVs) that let clients take indirect exposure to privately held companies through pooled vehicles. The firm’s investment process combines fundamental, quantitative, technical and credit analysis and applies asset‑allocation across both traditional and alternative investments, including private equity, private credit, REITs, BDCs and structured products; it may also utilize options, margin and short sales where appropriate. Portfolios are monitored and periodically rebalanced, third‑party managers are reviewed at least annually, and clients receive written reports of account reviews. What is distinctive is the firm’s rapid growth and concentrated client roster: formed in 2023 and operating since 2024, Elyxium reports over $1.3 billion in regulatory AUM while serving a relatively small number of clients and a six‑person advisory team, indicating higher average account sizes. The firm also acts as manager/general partner of SPVs (established December 2025), including vehicles such as SPV Exposure to SpaceX LLC, a layered structure the brochure discloses creates potential conflicts of interest that Elyxium addresses through disclosure and governance; Elyxium likewise relies on institutional custodial platforms and third‑party implementation to execute its strategies.

To learn more about the advisors currently working at Elyxium Wealth LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse Elyxium Wealth LLC's office locations.

Name	Location	Years of experience
Mark Bogar	Beverly Hills, CA	5
Lynne Dorsey	Beverly Hills, CA	2
Todd Golper	Beverly Hills, CA	2
Yale Kofman	Beverly Hills, CA	7
Jeffrey Mortimer	Beverly Hills, CA	5
Patrick Parisi	Hampton, NH	21
Claire Warren	Beverly Hills, CA	0

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

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