AXIA ADVISORY, LLC of INDIANAPOLIS, IN is an SEC-registered investment adviser (CRD 107571). Regulatory assets under management: $1.9B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Investment cos.
| 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 | — |