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| Happy Holidays!! thanks for using AUM13F!! |
| Auxin Group Wealth Management LLC
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|---|---|
| CRD # | 226599 |
| SEC # | 801-118008 |
| CIK # | |
| AUM | $304.2 M (2025-03-30) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 330-237-1030 |
| Address | 2923 Smith Road Akron, OH 44333 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 35 | 55.8 |
| (b) Individuals (high net worth individuals) | 97 | 227.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 14 | 20.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,091 | 304.2 |
| By Discretionary | ||
| Discretionary | 1,050 | 272.5 |
| Non-Discretionary | 41 | 31.8 |
| Total | 1,091 | 304.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 304.2 | |
| Total | 1,091 | 304.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Guidance Investment Advisors LLC
✚
|
IN | 0.3 |
|
The Stolper Company LLC
✚
|
OK | 0.3 |
|
Envision Financial Transparency LLC
✚
|
0.3 | |
|
Keystone Financial Services
✚
|
CO | 0.3 |
|
Kaufman Rossin Wealth LLC
✚
|
FL | 0.3 |
|
Diversified Financial Management Associates Inc
✚
|
MA | 0.3 |
|
Darden Wealth Group Inc
✚
|
MI | 0.3 |
|
May Barnhard Investments LLC
✚
|
MD | 0.3 |
|
TSA Wealth Management LLC
✚
|
TX | 0.3 |
|
Navigate Financial LLC
✚
|
UT | 0.3 |