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Patrick M. Parisi

ELYXIUM WEALTH
Hampton, NH
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CRD#: 2883282
PP
Patrick Maurizio ParisiELYXIUM WEALTH

Professional summary


Patrick Maurizio Parisi, CIMA®, who also goes by Patrick Parisi, is a registered financial advisor currently at ELYXIUM WEALTH LLC located in Hampton, New Hampshire.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Patrick has worked at 4 firms and has passed the Series 65, Series 3 and Series 30 exams.

At a Glance


Always Fiduciary

Aliases


Patrick Parisi

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 Patrick Maurizio Parisi'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®
CIMA®

Experience


Current

February 16, 2026 - Present

ELYXIUM WEALTH LLC

RIA
CRD#: 328603
Hampton, NH
Past

November 20, 2012 - July 13, 2026

BMO FAMILY OFFICE, LLC

RIA
CRD#: 110264
PORTSMOUTH, NH
Past

May 22, 2008 - July 23, 2012

CTC CONSULTING, LLC

RIA
CRD#: 147053
PORTSMOUTH, NH
Past

August 18, 2004 - May 30, 2008

CTC CONSULTING, INC.

RIA
CRD#: 107079
BOSTON, 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".
EW
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
(2/17/2026)
IAR
Massachusetts
(4/9/2026)
IAR
New Hampshire
(2/16/2026)

Exams


State Security Law Exam
IAR
Series 65
Date: 9/22/1997
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 3
Date: 3/19/2013
National Commodity Futures Examination
Principal/Supervisory Exam
RR
Series 30
Date: 5/14/2013
NFA Branch Manager Examination

Current Firm


EW
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
5

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 Accounts279
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.

Company Information


ELYXIUM WEALTH LLC

CRD#: 328603Hampton, NH

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