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BERILIUM

BERILIUM TECHNOLOGIES, INC.

CRD 327058 · SEC 801-128216

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23792 ROCKFIELD BLVD., SUITE 101, LAKE FOREST, CA, 92630, United States

Phone

(640) 300-0475

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$4.5M

Discretionary AUM

$3.2M

Team

2 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-03-31

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (institutions)Selection of other advisers

Client types

TypeClientsAUM
Individuals39$4.2M

States served

CA, IL, IN, NE

All web addresses on file

Official SEC filing: View on IAPD