BERILIUM TECHNOLOGIES, INC.
Legal name: BERILIUM
CRD #327058 SEC #801-128216 SANTA ANA, CA (640) 300-0475
SEC Registered
Total AUM
$3.6M
Discretionary
$3.1M
Employees
2
Clients
0
Accounts
50
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $3.6M | $3.1M | $514.1K | 2 | 0 |
| Oct 2025 | $3.6M | $3.1M | $514.1K | 2 | 0 |
| Apr 2025 | $3.6M | $3.1M | $514.1K | 2 | 0 |
| Mar 2025 | $3.6M | $3.1M | $514.1K | 2 | 0 |
| Jan 2025 | $402.1K | $402.1K | $0 | 2 | 0 |
| Aug 2024 | $402.1K | $402.1K | $0 | 2 | 0 |
| Jun 2024 | $402.1K | $402.1K | $0 | 3 | 0 |
| Mar 2024 | $402.1K | $402.1K | $0 | 3 | 0 |
| Jul 2023 | $0 | $0 | $0 | 3 | 0 |
| Jul 2023 | $0 | $0 | $0 | 3 | 0 |
| Jun 2023 | $0 | $0 | $0 | 3 | 0 |
| Jun 2023 | $0 | $0 | $0 | 3 | 0 |
| May 2023 | $0 | $0 | $0 | 3 | 0 |
| May 2023 | $0 | $0 | $0 | 3 | 0 |
DateNov 2025
Total AUM$3.6M
Discretionary$3.1M
Non-Disc.$514.1K
Employees2
Clients0
DateOct 2025
Total AUM$3.6M
Discretionary$3.1M
Non-Disc.$514.1K
Employees2
Clients0
DateApr 2025
Total AUM$3.6M
Discretionary$3.1M
Non-Disc.$514.1K
Employees2
Clients0
DateMar 2025
Total AUM$3.6M
Discretionary$3.1M
Non-Disc.$514.1K
Employees2
Clients0
DateJan 2025
Total AUM$402.1K
Discretionary$402.1K
Non-Disc.$0
Employees2
Clients0
DateAug 2024
Total AUM$402.1K
Discretionary$402.1K
Non-Disc.$0
Employees2
Clients0
DateJun 2024
Total AUM$402.1K
Discretionary$402.1K
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$402.1K
Discretionary$402.1K
Non-Disc.$0
Employees3
Clients0
DateJul 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJul 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJun 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJun 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMay 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMay 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0