Overview
Assets Under Management: $728 million
Headquarters: WAYNE, PA
High-Net-Worth Clients: 192
Average Client Assets: $4 million
Frequently Asked Questions
WEALTHTRUST AXIOM, 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 #145186), WEALTHTRUST AXIOM, LLC is subject to fiduciary duty under federal law.
WEALTHTRUST AXIOM, LLC is headquartered in WAYNE, PA.
WEALTHTRUST AXIOM, LLC serves 192 high-net-worth clients according to their SEC filing dated March 27, 2024. View client details ↓
According to their SEC Form ADV, WEALTHTRUST AXIOM, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
WEALTHTRUST AXIOM, LLC manages $728 million in client assets according to their SEC filing dated March 27, 2024.
According to their SEC Form ADV, WEALTHTRUST AXIOM, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 192
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.43
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 612
Discretionary Accounts: 426
Non-Discretionary Accounts: 186
Regulatory Filings
CRD Number: 145186
Last Filing Date: 2024-03-27 00:00:00
Website: https://axiomasset.com