# AXIA ADVISORY, LLC

AXIA ADVISORY, LLC of INDIANAPOLIS, IN is an SEC-registered investment adviser.

## Registration

- CRD: 107571
- Type: SEC-registered investment adviser
- SEC file number: 801-42110
- Location: 20 E. 91ST ST, STE 202, INDIANAPOLIS, IN, 46240
- Phone: 317-630-2800
- Latest filing: 2026-05-07
- Regulatory AUM: $1.9B
- Discretionary AUM: $1.0B
- Non-discretionary AUM: $850.0M
- Clients: 4
- Accounts: 128

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Investment cos

## Officers, owners & control persons (16)

| Name | Role | Location |
| --- | --- | --- |
| Brett Ronald Schneider | DIRECTOR - WEALTHSPIRE | — |
| Veronica Ei Chun Moo | DIRECTOR - WEALTHSPIRE | — |
| Michael Anthony Lamena | CHIEF EXECUTIVE OFFICER - WEALTHSPIRE | — |
| Carl Edward Nelson | PRESIDENT - WEALTHSPIRE | — |
| Michael Edmond Goss | PRESIDENT - FIDUCIENT ADVISORS LLC | — |
| Robert Jay Hilzenrath | DIRECTOR - WEALTHSPIRE | — |
| Brad Leighton Long | CHIEF INVESTMENT OFFICER -  WEALTHSPIRE INSTITUTIONAL | — |
| Brian J Yu | COMPLIANCE | — |
| Christopher Francis Kachmar | CHIEF MARKET STRATEGIST - FIDUCIENT ADVISORS LLC | — |
| Lisa Marie Moceri | CHIEF OPERATING OFFICER - WEALTHSPIRE INSTITUTIONAL | — |
| Keith Lawrence Shadrick | PRESIDENT | — |
| Laura Maxwell Perry | CHIEF COMPLIANCE OFFICER | — |
| SHADRICK KEITH LAWRENCE | PRESIDENT | — |
| PERRY LAURA | CHIEF COMPLIANCE OFFICER | — |
| FLECK MATTHEW | VP CONSULTING | — |
| PERRY LAURA MAXWELL | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/107571/brochure
- Similar advisers: https://search.stillhousedata.com/firm/107571/similar
- Related entities: https://search.stillhousedata.com/firm/107571/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/107571

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.