Elyxium Wealth, LLC
Elyxium Wealth, LLC is an independent investment adviser headquartered in San Mateo, California, United States. Founded in 2023 under Delaware law and operating since 2024, it is owned by TAKKEG, LLC. The firm manages over $260 million in discretionary assets for high net worth individuals and other clients, primarily serving US investors. Elyxium Wealth employs a small team of investment professionals and focuses on providing tailored portfolio management services.
Investment Strategy
Elyxium Wealth, LLC pursues a client-centered investment advisory approach, specializing in discretionary portfolio management for high net worth individuals. The firm utilizes a diversified strategy built on equity and ETF holdings with exposure to US large-cap, mid-cap, and international markets, adjusting allocations based on market conditions and client objectives. Their philosophy emphasizes risk management, long-term capital appreciation, and customized investment solutions.
Top Holdings
Equity Positions (164)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC COM | 10.52% | $28.0M | 136,709 | $234.58 | $205.17 | -$1.9M |
I IVV | ISHARES CORE S&P 500 ETF | 5.14% | $13.7M | 22,061 | $579.06 | $620.90 | -$648.9K |
M MSFT | MICROSOFT CORP COM | 4.38% | $11.7M | 23,469 | $410.79 | $497.41 | +$3.5M |
N NVDA | NVIDIA CORPORATION COM | 3.65% | $9.7M | 61,589 | $120.61 | $157.99 | +$3.7M |
I IJH | ISHARES CORE S&P MID-CAP ETF | 3.06% | $8.2M | 131,563 | $62.32 | $62.02 | +$62.4K |