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AXIO CONSULTING GROUP
AXIO WEALTH MANAGEMENT, INC.
CRD 306982 · SEC 801-117968
101 TRADE ZONE DR. SUITE 20A, WEST COLUMBIA, SC, 29170-3912, United States
Phone
803-851-1935
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$80.8M
Discretionary AUM
$79.6M
Team
5 total employees; 2 advisory reps; 1 broker-dealer reps
Clients
—
Fees
Percentage of AUM; PERCENTAGE OF ADVISED ASSETS
Org form
Corporation
Filing date
2026-02-28
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Pension/profit sharing plans | 50 | $78.6M |
| State/municipal entities | 3 | $2.2M |
All web addresses on file
Official SEC filing: View on IAPD