|
⚲
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| Axiom Advisory LLC
✚
| |
|---|---|
| CRD # | 131540 |
| SEC # | 801-118127 |
| CIK # | 0001910475 |
| AUM | $224.1 MM (2024-02-27) |
| Employees | 3 (67% Investors, 33% Brokers) |
| Phone | 800-836-4792 |
| Address | 750 B Street, Suite 1610 San Diego, CA 92101 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| GOOG | 1,482.6 | 0.2 | |
| AAPL | 2,382.8 | 0.1 | |
| UBER | 43.4 | 0.1 | |
| MSFT | 1,918.2 | 0.0 | |
| QCOM | 147.4 | 0.0 | |
| INTU | 109.0 | 0.0 | |
| CVX | 294.6 | 0.0 | |
| META | 434.9 | 0.0 | |
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 125 | 26.0 |
| (b) Individuals (high net worth individuals) | 137 | 198.0 |
| (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 | 0 | 0.0 |
| (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 | 771 | 224.1 |
| By Discretionary | ||
| Discretionary | 762 | 223.9 |
| Non-Discretionary | 9 | 0.1 |
| Total | 771 | 224.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 224.1 | |
| Total | 771 | 224.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001910475] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Belvoir Wealth Management AG
✚
|
0.2 | |
|
MFA Wealth Services
✚
|
CA | 0.2 |
|
Streeter Moore & Stipe LLC
✚
|
OK | 0.2 |
|
Proactive Wealth Strategies LLC
✚
|
GA | 0.2 |
|
DWM Financial Group Inc
✚
|
IL | 0.2 |
|
The H Group Washington Inc
✚
|
OR | 0.2 |
|
Wells Financial Advisors Inc
✚
|
MA | 0.2 |
|
Carter Financial LLC
✚
|
CA | 0.2 |
|
Midwest Heritage Bank FSB
✚
|
IA | 0.2 |
|
Rooted Wealth Advisors Inc
✚
|
IL | 0.2 |