Axos Invest, Inc
Axos Invest, Inc is an SEC-registered mass-market adviser in Las Vegas, NV with $150.8M assets under management (AUM, regulatory AUM), +3% over one year. See who owns Axos Invest, Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 150953, SEC 801-79951, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $150.8M (2026-03-27)
- Firm type
- Mass-Market Adviser
- Location
- Las Vegas, NV
- Employees
- 13
- Clients
- 6,792
- CRD
- 150953
- Ownership
- WISEBANYAN HOLDINGS, INC.; WALSH, DERRICK; MOORE, HERBERT, WILSON; Zhou, Shu; AXOS SECURITIES, LLC
How much AUM does Axos Invest, Inc have?
Axos Invest, Inc reported $150.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Axos Invest, Inc?
Disclosed owners and executives of Axos Invest, Inc include WISEBANYAN HOLDINGS, INC., WALSH, DERRICK, MOORE, HERBERT, WILSON, Zhou, Shu, AXOS SECURITIES, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.