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Chief Compliance Officer & Chief Operations Officer · Elyxium Wealth LLC

Yale I Kofman

CRD 2297270 · Named on Form ADV at one SEC-registered adviser

At a glance

Elyxium Wealth LLC, an SEC-registered wealth manager based in Beverly Hills, CA with $1.4 billion in regulatory assets, lists Yale I Kofman on its Form ADV as Chief Compliance Officer & Chief Operations Officer, a control person.

Firms and roles

  • Elyxium Wealth LLCChief Compliance Officer & Chief Operations OfficerWealth manager · Beverly Hills, CA · $1.4B in regulatory assets

AtlasMembers

Yale’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Yale’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.