Investment adviser · CRD 306982
AXIO WEALTH MANAGEMENT, INC.
Investment adviser filing (IA)
WEST COLUMBIA, SC, United States · Form ADV filed Jun 9, 2020
- Regulatory AUM
- $657K Form ADV · Item 5.F
- Client accounts
- 1 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | Fewer than 5 | $656,911 | 100.0% |
Filing source
Form ADV 1429541 · Jun 9, 2020 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 9, 2020. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Pension consulting
Compensation
Percentage of assets
Principal office
101 TRADE ZONE DR. SUITE 20AWEST COLUMBIA, SC, 29170, United States
CRD 306982
Filing source
Form ADV 1429541 · Jun 9, 2020 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.