Overview
Assets Under Management: $304 million
Headquarters: AKRON, OH
High-Net-Worth Clients: 97
Average Client Assets: $2.3 million
Frequently Asked Questions
AUXIN GROUP WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #226599), AUXIN GROUP WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
AUXIN GROUP WEALTH MANAGEMENT, LLC is headquartered in AKRON, OH.
AUXIN GROUP WEALTH MANAGEMENT, LLC serves 97 high-net-worth clients according to their SEC filing dated March 30, 2025. View client details ↓
According to their SEC Form ADV, AUXIN GROUP WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and educational seminars and workshops. View all service details ↓
AUXIN GROUP WEALTH MANAGEMENT, LLC manages $304 million in client assets according to their SEC filing dated March 30, 2025.
According to their SEC Form ADV, AUXIN GROUP WEALTH MANAGEMENT, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 97
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.78%
Average Client Assets: $2.3 million
Total Client Accounts: 1,091
Discretionary Accounts: 1,050
Non-Discretionary Accounts: 41
Regulatory Filings
CRD Number: 226599
Filing ID: 1972035
Last Filing Date: 2025-03-30 11:58:00