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Axim Wealth Management LLC

● SEC registered since 2022CRD 319618SEC# 801-124695Springboro, OH
Export (members)
Reg. AUM
$119.3M
Employees
2
Accounts
587
Location
Springboro, OH

Axim Wealth Management LLC assets under management

Axim Wealth Management LLC operates as an SEC-registered investment adviser based in Springboro, OH. The firm has been registered since 2022. It reports $119.3 million in regulatory assets under management and employs 2 people.

Axim Wealth Management LLC owners & executives

3 reported
NameTitleOwnershipSince
Giselle CasellaChief Compliance OfficerUnder 5%2023
Luong Pham ControlManaging Member/Investment Advisor RepresentativeOver 75%2022
Matthew David JadwisiakChief Financial OfficerUnder 5%2022

Frequently asked questions

How much does Axim Wealth Management LLC manage?

Axim Wealth Management LLC reports $119.3 million in regulatory assets under management on its Form ADV.

How many employees does Axim Wealth Management LLC have?

Axim Wealth Management LLC reports 2 employees.

Where is Axim Wealth Management LLC located?

Axim Wealth Management LLC is based in Springboro, OH and has been SEC-registered since 2022.

Does Axim Wealth Management LLC disclose fund performance?

Axim Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4 Sycamore Creek Drive, Springboro, OH 45066
Phone937-291-2060
Office hours9:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$119.3M
Non-discretionary$0
Total (RAUM)$119.3M