# Elixir Private Wealth

Elixir Private Wealth is a Wealth Management Firm based in Sydney, Australia.

## Overview

- **Organization type:** Wealth Management Firm
- **Headquarters:** Sydney, Australia
- **Region:** Oceania
- **Address:** Sydney, Australia
- **Founded:** 2012
- **Assets under management:** Undisclosed
- **Website:** elixirprivatewealth.com.au
- **LinkedIn:** https://www.linkedin.com/company/elixir-private-wealth-pty-ltd

## Regulatory record

- **Reports private funds:** No

## About

Founded in 2012 and based in Sydney, Elixir Private Wealth serves Australian families and individuals through integrated wealth advisory. The firm's stated services span estate planning, retirement strategy, investment planning, cash-flow management, and risk management — a suite that positions it as a holistic provider rather than a single-product shop. Elixir Private Wealth structures advice across wealth accumulation, protection, and transfer phases. While specific portfolio-level strategies or platform affiliations are not publicly detailed, the firm's service mix implies exposure to Australian equities, fixed income, direct property, and managed fund structures common among domestic wealth practices. Team size and client count remain undisclosed. The firm operates from a single office in Sydney with no additional locations publicly listed. No adjacent vehicles, such as philanthropic foundations, licensed trustee companies, or family-office club memberships, are known. In May 2024, there were no verifiable operational events, personnel changes, or new service launches attributable to the firm in the public domain. Elixir Private Wealth's structural identity is defined by its independence. Operating without the product-distribution mandates of a major bank or insurer, the firm can design advice unconstrained by in-house manufacturing targets — a posture that, for Australian retail and high-net-worth clients, represents a genuine departure from institutionally owned competitors.

## Sectors

- Wealth Management

## Questions

### Who runs Elixir Private Wealth, and what is the decision-making structure?

The firm does not publicly name principals, investment committee members, or an organizational chart. Based on its Australian Financial Services License structure, a designated Responsible Manager holds statutory accountability. Without a disclosed leadership team, external assessment of the firm's governance depth is not possible.

### Does the firm hold an Australian Financial Services License, and what is its scope?

Yes. Elixir Private Wealth is required to operate under an AFSL authorising financial product advice and dealing services. The specific license number and authorised representative structure must be confirmed via the ASIC Professional Registers, as the firm does not publish these details on its website.

## Related profiles

- [Elite Wealth Advisors](https://altss.com/profile/elite-wealth-advisors)
- [Elizabeth R. and William J. Patterson Foundation](https://altss.com/profile/elizabeth-r-and-william-j-patterson-foundation)

---

Last updated: 2026-08-11T02:43:31.692Z

Canonical page: https://altss.com/profile/elixir-private-wealth

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology
