Overview
Assets Under Management: $119 million
Headquarters: SPRINGBORO, OH
High-Net-Worth Clients: 35
Average Client Assets: $1.7 million
Frequently Asked Questions
AXIM PLANNING & WEALTH 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 #319618), AXIM PLANNING & WEALTH is subject to fiduciary duty under federal law.
AXIM PLANNING & WEALTH is headquartered in SPRINGBORO, OH.
AXIM PLANNING & WEALTH serves 35 high-net-worth clients according to their SEC filing dated August 26, 2025. View client details ↓
According to their SEC Form ADV, AXIM PLANNING & WEALTH offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
AXIM PLANNING & WEALTH manages $119 million in client assets according to their SEC filing dated August 26, 2025.
According to their SEC Form ADV, AXIM PLANNING & WEALTH serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 35
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 50.90%
Average Client Assets: $1.7 million
Total Client Accounts: 587
Discretionary Accounts: 587
Regulatory Filings
CRD Number: 319618
Filing ID: 2009953
Last Filing Date: 2025-08-26 15:12:00