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Mark Allan Bogar

Elyxium Wealth LLC

Beverly Hills, CA

CRD 2211199

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Employer firm

Elyxium Wealth LLC CRD 328603

$1.39B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Elyxium Wealth Llc

400 S. Beverly Dr. Penthouse, Beverly Hills, CA 90212 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-04-10
CA RA APPROVED 2025-04-04
NH RA APPROVED 2025-04-04
TX RA APPROVED 2025-04-04
  • MA RA
    APPROVED
    Since 2025-04-10
  • CA RA
    APPROVED
    Since 2025-04-04
  • NH RA
    APPROVED
    Since 2025-04-04
  • TX RA
    APPROVED
    Since 2025-04-04

Branch Locations

400 S. Beverly Dr. Penthouse, Beverly Hills, CA 90212 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bny Mellon Boston MA 08/2007 12/2019
Unemployed Medfield MA 12/2019 03/2020
Gwm Advisors, Llc Braintree MA 04/2020 11/2020
Pallas Capital Advisors, Llc Braintree MA 11/2020 06/2024
Unemployed Medfield MA 06/2024 12/2024
Elyxium Wealth Llc Los Angeles CA 01/2015 Present
Elyxium Wealth Llc San Mateo CA 01/2025 Present
  • 08/2007 → 12/2019
    Bny Mellon
    Boston, MA
  • 12/2019 → 03/2020
    Unemployed
    Medfield, MA
  • 04/2020 → 11/2020
    Gwm Advisors, Llc
    Braintree, MA
  • 11/2020 → 06/2024
    Pallas Capital Advisors, Llc
    Braintree, MA
  • 06/2024 → 12/2024
    Unemployed
    Medfield, MA
  • 01/2015 → Present
    Elyxium Wealth Llc
    Los Angeles, CA
  • 01/2025 → Present
    Elyxium Wealth Llc
    San Mateo, CA
Previous Registrations
Designations
  • Chartered Financial Analyst
Other Names
  • Mark Alan Bogar
  • Mark Bogar

View on SEC IAPD

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CECIL YAN SEE HO
JONATHAN Y MCLEAN
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Nearby Offices

MORGAN STANLEY · Pasadena, CA
EAGLE STRATEGIES LLC · Pasadena, CA
RBC SECURITIES, INC · Pasadena, CA

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