Mark Allan Bogar
Investment adviser representative at Elyxium Wealth LLC
19 yearsExperience
4 statesRegistered in
CFADesignation
$1.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Elyxium Wealth LLCJan 2015 to now
- UnemployedJun 2024 to Dec 2024
- Pallas Capital Advisors, LLCNov 2020 to Jun 2024
- Gwm Advisors, LLCApr 2020 to Nov 2020
- UnemployedDec 2019 to Mar 2020
- BNY MellonAug 2007 to Dec 2019
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 4 states (CA, MA, NH, TX).
Elyxium Wealth LLC
$1.4BAssets managed
56Clients
7Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2211199
- Firm CRD
- 328603