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AXIOM ASSET MANAGEMENT
WEALTHTRUST AXIOM, LLC
CRD 145186 · SEC 801-68405
550 E SWEDESFORD RD, SUITE 110, WAYNE, PA, 19087, United States
Phone
610-688-0050
Fax
610-688-0075
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$899.6M
Discretionary AUM
$697.5M
Team
5 total employees; 5 advisory reps
Clients
51-100
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 354 | $800.7M |
| High net worth individuals | 225 | $92.5M |
| Pension/profit sharing plans | 10 | $6.3M |
States served
CA, DE, DC, IL, LA, MD, MA, NJ, NY, NC, PA, VA, WA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD