Axim Planning & Wealth

RIASEC Registered

Total AUM

$39.3M

Discretionary

$29.8M

76% of AUM

Avg account

$106K

Accounts

369

Employees

Advisory reps

Firm details

Headquarters: Springboro, Ohio
CRD number: 319618
Registered since: April 21, 2022
Website: aximwealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Individuals45.67%
HNWI30.09%
Pension & Profit Sharing Plans24.24%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Axim Planning & Wealth is an independent registered investment adviser organized as a limited liability company. The firm is SEC-registered and completed its registration in 2022. Ownership is held by an individual and the business serves both individual & family clients as well as institutional clients. Primary advisory activities are financial planning and portfolio management for individuals and small businesses. Fee arrangements include percentage-of-AUM billing and fixed fees. The firm indicates it is not positioned as a capital allocator and does not identify as an active ESG investor. Axim lists an insurance company among its industry affiliations, which may reflect a relationship for product distribution or planning support. The firm is not described as a multi-state or pension consultant adviser, and it does not report related-adviser status.