Yale I. Kofman

ELYXIUM WEALTH LLC

BEVERLY HILLS, CA 90212

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CRD#: 2297270

Professional summary

Yale I Kofman, who also goes by Yale Irving Kofman, is a registered financial advisor currently at ELYXIUM WEALTH LLC located in Beverly Hills, California.

Yale is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Yale has worked at 7 firms and has passed the Series 65, Series 66, Series 63, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Yale Irving Kofman

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.

1) ELYXIUM FAMILY OFFICE, LLC; INVESTMENT RELATED; SAN MATEO, CA; FAMILY OFFICE SERVICES; MANAGING MEMBER; 05/2024. AFFILATED ENTITY OF ELYXIUM WEALTH, LLC THAT OFFERS SOLELY FAMILY OFFICE SERVICES 2) JAPAN SOCIETY OF NORTHERN CALIFORNIA; NON-INVESTMENT RELATED; SAN FRANCISCO, CA; FOSTERS RELATIONSHIP BETWEEN JAPAN AND SF BAY AREA; BOARD MEMBER & EXECUTIVE COMMITTEE; 2018; 6 HOURS/MONTH; 0 HOURS/MONTH.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Yale I Kofman'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

May 10, 2024 - Present

ELYXIUM WEALTH LLC

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

RIA

CRD#: 328603

BEVERLY HILLS, CA

Past

March 25, 2011 - August 20, 2013

FIRST REPUBLIC SECURITIES COMPANY, LLC

RIA

CRD#: 105108

WELLESLEY, MA

Past

May 21, 2009 - September 30, 2010

FIRST REPUBLIC WEALTH ADVISORS, LLC

RIA

CRD#: 132035

SAN FRANCISCO, CA

Past

May 5, 2008 - August 20, 2013

J.P. MORGAN PRIVATE WEALTH ADVISORS LLC

RIA

CRD#: 108559

SAN FRANCISCO, CA

Past

May 1, 2008 - August 20, 2013

FIRST REPUBLIC SECURITIES COMPANY, LLC

CRD#: 105108

WELLESLEY, MA

Past

February 25, 2004 - May 2, 2008

CHARLES SCHWAB & CO., INC.

CRD#: 5393

SAN FRANCISCO, CA

Past

January 21, 1994 - November 7, 1994

DETWILER FENTON WEALTH MANAGEMENT INC

CRD#: 16063

Past

December 14, 1992 - February 14, 1994

PRUCO SECURITIES, LLC.

CRD#: 5685

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
(5/10/2024)

IAR

Massachusetts
(4/8/2025)

IAR

Texas
(5/10/2024)

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

State Security Law Exam

IAR

Series 65

Date: 4/1/2024

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 3/15/2004

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 12/10/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 2/24/2004

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/10/1992

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 5/5/2009

General Securities Principal Examination

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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Advisor Monitoring

Firm Stability Insights

Yale I. Kofman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Yale I Kofman's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIRST REPUBLIC SECURITIES COMPANY, LLC

FIRST REPUBLIC WEALTH ADVISORS, LLC

J.P. MORGAN PRIVATE WEALTH ADVISORS LLC

FIRST REPUBLIC SECURITIES COMPANY, LLC

CHARLES SCHWAB & CO., INC.

DETWILER FENTON WEALTH MANAGEMENT INC

PRUCO SECURITIES, LLC.

Primary Firm SEC Registration

ELYXIUM WEALTH LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/1/2024

Series 66

Date: 3/15/2004

Series 63

Date: 12/10/1992

Series 7

Date: 2/24/2004

Series 6

Date: 12/10/1992

Series 24

Date: 5/5/2009

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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