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BERILIUM
Legal name: BERILIUM TECHNOLOGIES, INC.
CRD 327058File 801-128216
APPROVED
Retail clients
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$4.5M
Bottom 25% of cohort (national)
Discretionary AUM
$3.2M
Non-discretionary $1.3M
Clients
39
42 accounts
Employees
2
Bottom 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Jul 17, 2023
- Principal office
- 23792 ROCKFIELD BLVD., SUITE 101, LAKE FOREST, CA, 92630
- Phone
- (640) 300-0475
- Website
- https://Berilium.co
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.5M
- Discretionary AUM
- $3.2M
- Non-discretionary AUM
- $1.3M
- Discretionary accounts
- 32
- Non-discretionary accounts
- 10
- Total accounts
- 42
- AUM per client
- $114K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | Fewer than 5 | $283K |
| Individuals (other than high net worth individuals) | 39 | $4.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.