Mark A. Bogar

ELYXIUM WEALTH LLC

BEVERLY HILLS, CA 90212

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CRD#: 2211199

Professional summary

Mark Allan Bogar, who also goes by Mark Alan Bogar, Mark Bogar, is a registered financial advisor currently at ELYXIUM WEALTH LLC located in Beverly Hills, California.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Mark has worked at 3 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mark Alan Bogar | Mark Bogar

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Allan Bogar's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 4, 2025 - Present

ELYXIUM WEALTH LLC

Office #1: 400 S. Beverly Dr. Penthouse, Beverly Hills, CA 90212

RIA

CRD#: 328603

BEVERLY HILLS, CA

Past

November 18, 2020 - June 10, 2024

PALLAS CAPITAL ADVISORS, LLC

RIA

CRD#: 310327

BRAINTREE, MA

Past

April 9, 2020 - December 1, 2020

NEWEDGE ADVISORS

RIA

CRD#: 171351

BRAINTREE, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ELYXIUM WEALTH LLC

ELYSIUM FAMILY OFFICE | ELYXIUM WEALTH LLC

CRD#: 328603 / SEC#: 801-130221

RIA

Registered Investment Advisory firm - (5/9/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(4/4/2025)

IAR

Massachusetts
(4/10/2025)

IAR

New Hampshire
(4/4/2025)

IAR

Texas
(4/4/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

ELYXIUM WEALTH LLC

ELYSIUM FAMILY OFFICE | ELYXIUM WEALTH LLC

CRD#: 328603 / SEC#: 801-130221

RIA

Registered Investment Advisory firm - (5/9/2024 Approved)

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Contact information

Main Address

400 S. Beverly Dr. Penthouse, Beverly Hills, CA 90212

Mailing Address

Phone number

(310) 221-8349*224

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (7/9/2025)

Regulatory assets under management

Total Number of Accounts	279
AUM (Assets Under Management)	$ 452,733,952

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Mark A. Bogar

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Allan Bogar's CRS (Customer Relationship Summary).

Certified licenses

Experience

ELYXIUM WEALTH LLC

PALLAS CAPITAL ADVISORS, LLC

NEWEDGE ADVISORS

Primary Firm SEC Registration

ELYXIUM WEALTH LLC

State Registrations and Notice Filings

Exams

Current Firm

ELYXIUM WEALTH LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ELYXIUM WEALTH LLC

TRUST BUT VERIFY

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