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| Happy Holidays!! thanks for using AUM13F!! |
| Elyxium Wealth LLC
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|---|---|
| CRD # | 328603 |
| SEC # | 801-130221 |
| CIK # | 0002043538 |
| AUM | $452.7 M (2025-07-09) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 3102218349224 |
| Address | 400 S Beverly Dr Beverly Hills, CA 90212 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 28.0 | ||
| Microsoft Corp | 11.7 | ||
| Nvidia Corp | 9.7 | ||
| Affirm Holdings Inc | 7.3 | ||
| Amazon Com Inc | 6.8 | ||
| Broadcom Inc | 4.4 | ||
| Costco Wholesale Corp /NEW | 4.4 | ||
| J P Morgan Chase & Co | 4.3 | ||
| Facebook Inc | 4.2 | ||
| Exxon Mobil Corp | 3.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 7 | 4.7 |
| (b) Individuals (high net worth individuals) | 45 | 438.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 9.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 279 | 452.7 |
| By Discretionary | ||
| Discretionary | 275 | 451.9 |
| Non-Discretionary | 4 | 0.8 |
| Total | 279 | 452.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 452.7 | |
| Total | 279 | 452.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002043538] |
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|---|---|---|
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Kraft Asset Management LLC
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TN | 0.5 |
|
Fountainhead Financial LLC
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IL | 0.5 |
|
Barrett & Company Inc
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RI | 0.5 |
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Allred Capital Management LLC
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TX | 0.5 |
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Osterweis Capital Management Inc
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CA | 0.5 |
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Hutchens & Kramer Investment Management Group LLC
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IN | 0.5 |
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Chase Investment Counsel Corporation
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|
VA | 0.5 |
|
Virtera Partners LLC
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|
OH | 0.5 |
|
Mindful Asset Planning LLC
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|
MN | 0.5 |
|
Collective Family Office LLC
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|
PA | 0.5 |