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AXION WEALTH ADVISORS
AXION WEALTH ADVISORS INC.
CRD 325396
6265 GREENWICH DRIVE, STE. 150, SAN DIEGO, CA, 92122, United States
Phone
760-473-9109
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$59.3M
Discretionary AUM
$59.3M
Team
3 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-06
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 59 | $23.1M |
| High net worth individuals | 28 | $36.3M |
Official SEC filing: View on IAPD