Axim Wealth Management LLC
● SEC registered since 2022CRD 319618SEC# 801-124695Springboro, OH
Reg. AUM
$39.3M
Employees
2
Accounts
369
Location
Springboro, OH
About Axim Wealth Management
Axim Planning & Wealth is an independent, family-led registered investment adviser guiding a small circle of families nationwide. The boutique emphasizes patient, generation-spanning counsel from a husband-and-wife principal team.
Summary based on the firm’s website.
Axim Wealth Management LLC assets under management
Axim Wealth Management LLC operates as an SEC-registered investment adviser based in Springboro, OH. The firm has been registered since 2022. It reports $39.3 million in regulatory assets under management and employs 2 people.
Axim Wealth Management LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Casey Stevenson Control | Chief Executive Officer And Chief Compliance Officer | Over 75% | 2026 |
Frequently asked questions
How much does Axim Wealth Management LLC manage?
Axim Wealth Management LLC reports $39.3 million in regulatory assets under management on its Form ADV.
How many employees does Axim Wealth Management LLC have?
Axim Wealth Management LLC reports 2 employees.
Where is Axim Wealth Management LLC located?
Axim Wealth Management LLC is based in Springboro, OH and has been SEC-registered since 2022.
Does Axim Wealth Management LLC disclose fund performance?
Axim Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4 Sycamore Creek Drive, Springboro, OH 45066 |
| Phone | 937-291-2060 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$39.3M▼ 67%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 97%
Larger than 3% of 16,389 advisers
EmployeesTop 86%
More than 14% of 16,799 advisers
Assets under management
$39.3Mregulatory AUM
Discretionary $29.8MNon-discretionary $9.5M