Overview
Assets Under Management: $71 million
High-Net-Worth Clients: 9
Average Client Assets: $7.9 million
Frequently Asked Questions
AXIA ASSET 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 #173148), AXIA ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
AXIA ASSET MANAGEMENT, LLC serves 9 high-net-worth clients according to their SEC filing dated March 04, 2026. View client details ↓
According to their SEC Form ADV, AXIA ASSET MANAGEMENT, LLC offers portfolio management for individuals. View all service details ↓
AXIA ASSET MANAGEMENT, LLC manages $71 million in client assets according to their SEC filing dated March 04, 2026.
According to their SEC Form ADV, AXIA ASSET MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 9
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00%
Average Client Assets: $7.9 million
Total Client Accounts: 24
Discretionary Accounts: 24
Regulatory Filings
CRD Number: 173148
Filing ID: 2052723
Last Filing Date: 2026-03-04 12:31:27