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AXIOM VALUE WEALTH MANAGEMENT LLC
CRD 334047
9211 CORPORATE BLVD SUITE 200, ROCKVILLE, MD, 20850, United States
Phone
(240) 863-3688
Fax
(240) 863-3698
Registration
— (—)
Source
State registered
Total AUM
$95.8M
Discretionary AUM
$95.8M
Team
10 total employees; 5 advisory reps
Clients
251-500
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 290 | $26.0M |
| High net worth individuals | 61 | $69.8M |
All web addresses on file
Official SEC filing: View on IAPD