Auxin Group Wealth Management LLC

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Auxin Group Wealth Management LLC
CRD #226599
SEC #801-118008
CIK #
AUM
Employees 6 (50% Investors, 0% Brokers)
Phone330-237-1030
Address2923 Smith Road
Akron, OH 44333
Source [IAPD] [Website]
Total AUM ($M)
3502802101407002011201620212026
AUM Breakdown Accounts AUM ($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
Firm Profile (Form ADV)
Discretionary AUM$0.2B
ServesInstitutional, Retail, Research
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