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BERILIUM

LAKE FOREST, CA · CRD 327058 · IAPD ↗ · berilium.co · (640) 300-0475

$4.5MRegulatory AUM
1Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — BERILIUM moved its main office from SANTA ANA, CA to LAKE FOREST, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
25
December 2025 — BERILIUM changed its website from berilium.com to berilium.co.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
42
December 2025 — BERILIUM notice-filed in IN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
February 2025 — BERILIUM notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
July 2024 — BERILIUM notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.