← Tributary

ELYXIUM WEALTH LLC

BEVERLY HILLS, CA · CRD 328603 · IAPD ↗ · elyxwealth.com · (310) 221-8349*224

$1.39BRegulatory AUM
7Advisory reps
7Employees
0Clients
26-50Planning clients
1Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
September 2026 — ELYXIUM WEALTH LLC notice-filed in WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
September 2026 — ELYXIUM WEALTH LLC crossed $1B in regulatory AUM ($819.0M -> $1.39B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
53
June 2026 — ELYXIUM WEALTH LLC added office(s): 0 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
64
April 2026 — ELYXIUM WEALTH LLC reports 26-50 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2026 — ELYXIUM WEALTH LLC crossed $500M in regulatory AUM ($452.7M -> $819.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
73
April 2026 — ELYXIUM WEALTH LLC now reports 1 private fund(s) ($180.0M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
45
April 2025 — ELYXIUM WEALTH LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2025 — ELYXIUM WEALTH LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
72
April 2025 — ELYXIUM WEALTH LLC reported RAUM up 74% ($260.4M -> $452.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
March 2025 — ELYXIUM WEALTH LLC notice-filed in MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
28
September 2024 — ELYXIUM WEALTH LLC changed its website from elyfo.com to elyxwealth.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
68
September 2024 — ELYXIUM WEALTH LLC now reports custody of client assets ($46.4M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
73
September 2024 — ELYXIUM WEALTH LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
June 2024 — ELYXIUM WEALTH LLC (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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