Axom Partners LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
19
Avg account
$0

Firm details

Headquarters
Lehi, Utah
CRD number
328894
Registered since
May 31, 2024

Firm profile

FINTRX

Overview

Axom Partners LLC is organized as a limited liability company and is classified in available records as an investment bank. Ownership is shown as a mix of a domestic entity and an individual. The firm’s public descriptors indicate it does not operate as a capital allocator and it does not list ESG investing, pension consulting, multistate advisory activity, or related-adviser status among its attributes. There is limited disclosure about the firm’s client base, fee arrangements, or day-to-day advisory activities in the summary data. That absence of detail precludes a clear read on its typical client profile, investment strategies, or how it sources and structures mandates.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 19
  • Samuel Fleischman

    Samuel Fleischman

    Supervisory PrincipalCRD 1860709

  • Kimberly Ryan

    Kimberly Ryan

    FinOpCRD 4316310

  • Alan Bressers

    Alan Bressers

    Partner, Co-FounderCRD 4974200

Unlock 16 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth