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TG

Todd N. Golper

ELYXIUM WEALTH LLC
BEVERLY HILLS, CA 90212
Some features on this profile are disabled
CRD#: 6166174
TG

Professional summary


Todd Nicholas Golper, CFP® is a registered financial advisor currently at ELYXIUM WEALTH LLC located in Beverly Hills, California.

Todd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Todd has worked at 2 firms and has passed the Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

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)MAY EARN COMMISSIONS FROM INSURANCE COMPANIES NOT AFFILIATED WITH NORTHWESTERN MUTUAL FOR SALE OF NON- VA, LIFE, HEALTH, AND ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS. 2)ELYXIUM FAMILY OFFICE, LLC, INVESTMENT RELATED, SAN MATEO CA, FAMILY OFFICE SERVICES, MANAGING MEMBER, 05/2024, 0 HOURS/MONTH.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Todd Nicholas Golper'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®
CFP®

Start date: 2016

Experience


Current

May 13, 2024 - Present

ELYXIUM WEALTH LLC

Office #1: 400 S. Beverly Dr. Penthouse, Beverly Hills, CA 90212
RIA
CRD#: 328603
BEVERLY HILLS, CA
Past

April 15, 2014 - September 22, 2015

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
NEWPORT BEACH, CA

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
(5/13/2024)
IAR
Texas
(5/13/2024)

Exams


State Security Law Exam
RR
Series 63
Date: 8/11/2014
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

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)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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#: 328603Beverly Hills, CA 90212

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