| Name | Title | Ownership | Since |
|---|---|---|---|
| Craig Alan Rose Control | Managing Director | Under 5% | 2015 |
| Daniel Jeremy Berg | Chief Financial Officer | Under 5% | 2019 |
| David Joseph Webster Control | Chief Compliance Officer | Under 5% | 2020 |
Wealthtrust Axiom, LLC reports $802.8 million in regulatory assets under management on its Form ADV.
Wealthtrust Axiom, LLC reports 4 employees.
Wealthtrust Axiom, LLC is based in Wayne, PA and has been SEC-registered since 2007.
Wealthtrust Axiom, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 550 E Swedesford Rd, Suite 110, Wayne, PA 19087 |
| Phone | 610-688-0050 |
| Fax | 610-688-0075 |
| Office hours | By Appt Only |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | Yes |
| Discretionary | $643.8M |
| Non-discretionary | $159M |
| Total (RAUM) | $802.8M |