Axos Invest, Inc
● SEC registered since 2014CRD 150953SEC# 801-79951Las Vegas, NV
Reg. AUM
$150.8M
Employees
13
Accounts
6,794
Location
Las Vegas, NV
Axos Invest, Inc assets under management
Axos Invest, Inc is an investment advisory firm registered with the SEC based in Las Vegas, NV. The firm has been registered since 2014. It reports $150.8 million in regulatory assets under management and employs 13 people.
Axos Invest, Inc owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Axos Securities, LLC Control | Shareholder | Over 75% | 2020 |
| Derek Michael Tschudin | Chief Compliance Officer | Under 5% | 2025 |
| Derrick Walsh Control | Chief Financial Officer | Under 5% | 2019 |
| Tracy Lyn Gallman Control | Managing Director And Chief Investment Officer | Under 5% | 2023 |
| Axos Financial, Inc Control | Shareholder | Over 75% | 2016 |
| Axos Nevada Holding, LLC Control | Shareholder | Over 75% | 2018 |
Frequently asked questions
How much does Axos Invest, Inc manage?
Axos Invest, Inc reports $150.8 million in regulatory assets under management on its Form ADV.
How many employees does Axos Invest, Inc have?
Axos Invest, Inc reports 13 employees.
Where is Axos Invest, Inc located?
Axos Invest, Inc is based in Las Vegas, NV and has been SEC-registered since 2014.
Does Axos Invest, Inc disclose fund performance?
Axos Invest, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9205 W Russell Road, Suite 400, Las Vegas, NV 89148 |
| Phone | 858-376-6055 |
| Fax | 858-649-2249 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$150.8M▲ 5%
Jan '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 83%
Larger than 17% of 16,306 advisers
EmployeesTop 34%
More than 66% of 16,824 advisers
Assets under management
$150.8Mregulatory AUM
Discretionary $150.8M