Axom Partners LLC

Broker-DealerFINRA MemberEst. 2024
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 the data as an investment bank. The firm appears in SEC records with a 2024 registration year. Ownership is listed as a mix of a domestic entity and an individual. The firm is not identified as a capital allocator and the profile indicates it is not an active ESG investor, not a multi-state adviser, not a pension consultant, and not flagged as a related adviser. The dataset provides limited operational detail beyond those regulatory and classification points. There are no descriptions of advisory mandates, fee schedules, client segments, or core business lines in the supplied record.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 19
  • Samuel Fleischman

    Samuel Fleischman

    Senior Compliance ProfessionalCRD 1860709

  • Kimberly Ryan

    Kimberly Ryan

    FinOpCRD 4316310

  • Alan Bressers

    Alan Bressers

    Partner, Co-FounderCRD 4974200

Unlock 16 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth