Axom Partners LLC
Firm details
- Headquarters
- Lehi, Utah
- CRD number
- 328894
- Registered since
- May 31, 2024
Firm profile
FINTRXOverview
Axom Partners LLC is organized as a limited liability company and is classified in the source data as an investment bank. The firm is shown as having SEC registration in 2024 and ownership described as a combination of a domestic entity and an individual. Public disclosures for the firm are sparse. The snapshot data flags that Axom Partners does not present itself as a capital allocator, is not identified as an active ESG investor, is not a multi-state adviser, and is not a pension consultant or related adviser. Details such as client types, fee schedules, and the firm’s core advisory or business activities were not provided in the source material.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 15
Patricia Shaw
Executive DirectorCRD 6094655
Abhinav Iyer
Vice President, Technology Investment BankingCRD 7168145
Jacob Dwek
AnalystCRD 7909384
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Lehi, UT
Utah
Location
Lehi, UT
Headquartered in Lehi, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- Utah
- Address
- 3451 N Triumph Blvd
- Time zone
- MT (UTC-7)
- Office locations
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