Investment adviser · CRD 145186
AXIOM ASSET MANAGEMENT
Investment adviser filing (IA)
WEALTHTRUST AXIOM, LLC
WAYNE, PA, United States · Form ADV filed Jul 22, 2026
- Regulatory AUM
- $900M Form ADV · Item 5.F
- Client accounts
- 614 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 5 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 |
|---|---|---|---|
| Individuals | 354 | $800,744,000 | 89.0% |
| High-net-worth individuals | 225 | $92,466,507 | 10.3% |
| Retirement plans | 10 | $6,345,449 | 0.7% |
Filing source
Form ADV 2104517 · Jul 22, 2026 · 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: Jul 22, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets
Principal office
550 E SWEDESFORD RD, SUITE 110WAYNE, PA, 19087, United States
CRD 145186
Filing source
Form ADV 2104517 · Jul 22, 2026 · 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.