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AXIM PLANNING & WEALTH
AXIM WEALTH MANAGEMENT LLC
CRD 319618 · SEC 801-124695
4 SYCAMORE CREEK DRIVE, SPRINGBORO, OH, 45066, United States
Phone
937-291-2060
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$127.2M
Discretionary AUM
$118.7M
Team
3 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 252 | $69.5M |
| High net worth individuals | 33 | $49.2M |
| Pension/profit sharing plans | 2 | $8.5M |
States served
ID, OH, SC, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD