Axim Planning & Wealth
Axim Planning & Wealth is an SEC-registered mass-market adviser in Springboro, OH with $127.2M assets under management (AUM, regulatory AUM), +7% over one year. See who owns Axim Planning & Wealth: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 319618, SEC 801-124695, data through 2026-03-13.
- AUM (assets under management / regulatory AUM)
- $127.2M (2026-03-13)
- Firm type
- Mass-Market Adviser
- Location
- Springboro, OH
- Employees
- 3
- Clients
- 287
- CRD
- 319618
- Ownership
- Jadwisiak, Matthew, David; Pham, Luong; CASELLA, GISELLE; STEVENSON, CASEY
How much AUM does Axim Planning & Wealth have?
Axim Planning & Wealth reported $127.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-13).
Who owns Axim Planning & Wealth?
Disclosed owners and executives of Axim Planning & Wealth include Jadwisiak, Matthew, David, Pham, Luong, CASELLA, GISELLE, STEVENSON, CASEY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.