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 serves individual and high‑net‑worth clients as well as trusts, retirement plans and business entities, providing asset management, comprehensive wealth management and financial planning. The firm implements portfolios that can include public securities and private investments such as private equity, venture capital, private credit, hedge funds and real estate, and often works with third‑party sub‑advisers to implement client strategies. The firm’s investment process draws on a wide set of analytical methods—fundamental, quantitative, technical, sector and cyclical analysis—and employs strategies that range from strategic, tactical and core‑satellite asset allocation to fixed income, alternatives, options, margin and short‑selling where appropriate. Portfolios are tailored to client objectives and monitored and rebalanced regularly, with benchmarking and use of institutional custody and platform services (Fidelity and Charles Schwab advisor services) to support trade execution and third‑party manager oversight. Noteworthy aspects include a relatively small client roster (about 51 clients) alongside roughly $819 million in assets under management, reflecting concentrated, complex mandates and substantial AUM per client; the firm was formed in Delaware in 2023 and began advisory operations in 2024. The brochure also discloses an ownership structure involving multiple holding entities, the use of standing letters of authorization that can create deemed custody, and that representatives are licensed to sell insurance products and may receive related compensation—conflicts the firm states it monitors and discloses.

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.