Elyxium Wealth Llc
- Regulatory AUM
- $819M
- Discretionary
- $556M
- Clients
- 52
- Avg AUM / client
- $15.8M
- Accounts
- 841
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 51 | $819M | 100.0% |
| Banking or thrift institutions | 1 | — | — |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Dairi, Abraham, Anthony | Managing Member | Apr 2024 (2y) | ≈ 7.5% – 25% via Legendairi Holdings Llc | |
| Jeffrey Matthew Mortimer | Managing Member | CFA | Apr 2024 (2y) | ≈ 7.5% – 25% via 22 Laurel Ventures, Llc |
| Lynne Todd Dorsey | Managing Member | CFA | Apr 2024 (2y) | ≈ 7.5% – 25% via One Landmark Enterprises Llc |
| Todd Nicholas Golper | Managing Member | CFP | Apr 2024 (2y) | ≈ 7.5% – 25% via Green Haven Ventures, Llc |
| Yale I Kofman | Chief Compliance Officer & Chief Operations Officer | Apr 2024 (2y) | ≈ 7.5% – 25% via Takkeg, Llc | |
| Mark Allan Bogar | Registered representative | CFA | Apr 2025 (1y) | |
| Patrick Maurizio Parisi | Registered representative | Feb 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Legendairi Holdings Llc | Managing Member | May 2024 | A | 10% – 25% |
| Green Haven Ventures, Llc | Managing Member | May 2024 | A | 10% – 25% |
| Takkeg, Llc | Managing Member | May 2024 | A | 10% – 25% |
| One Landmark Enterprises Llc | Managing Member | May 2024 | A | 10% – 25% |
| 22 Laurel Ventures, Llc | Managing Member | May 2024 | A | 10% – 25% |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Dairi, Abraham, Anthony: 75% – 100% of Legendairi Holdings Llc × 10% – 25% direct ≈ 7.5% – 25% of the firm
- Jeffrey Matthew Mortimer: 75% – 100% of 22 Laurel Ventures, Llc × 10% – 25% direct ≈ 7.5% – 25% of the firm
- Lynne Todd Dorsey: 75% – 100% of One Landmark Enterprises Llc × 10% – 25% direct ≈ 7.5% – 25% of the firm
- Todd Nicholas Golper: 75% – 100% of Green Haven Ventures, Llc × 10% – 25% direct ≈ 7.5% – 25% of the firm
- Yale I Kofman: 75% – 100% of Takkeg, Llc × 10% – 25% direct ≈ 7.5% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/18/2026 | 1.13 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- National Financial Services (Fidelity) $462M (56% of AUM) May 2026
- Charles Schwab & Co. $262M (32% of AUM) May 2026
- Fidelity Brokerage Services $87.1M (33% of AUM) Feb 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 18, 2026.
View current Form ADV (SEC/IAPD) ↗