# Berilium

Berilium is a Bank / Wealth / Trust based in Lake Forest, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Lake Forest, United States
- **Region:** North America
- **Address:** Laguna Beach, United States
- **Founded:** 2020
- **Assets under management:** Undisclosed
- **Website:** berilium.com
- **LinkedIn:** https://www.linkedin.com/company/berilium-alts

## Regulatory record

- **CRD number:** 327058
- **SEC file number:** 801-128216
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/327058

## About

Berilium was founded in 2020. It operates as a US-based wealth manager and registered investment adviser. The firm supplies investment advisory services that include investment management and portfolio management. It serves individuals, high-net-worth individuals, trusts, and other business entities. No additional offices, team size, or dated operational events from the last 24 months appear in available records.

## Questions

### What services does Berilium provide?

Berilium supplies investment advisory services that include investment management and portfolio management.

### Who does Berilium serve?

The firm serves individuals, high-net-worth individuals, trusts, and other business entities.

## Related profiles

- [Bergen Asset Management](https://altss.com/profile/bergen-asset-management)
- [Bering Capital](https://altss.com/profile/bering-capital)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/berilium

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