AXIA ASSET MANAGEMENT, LLC

AXIA ASSET MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 173148). Regulatory assets under management: $71.1M.

Registration

• CRD: 173148
• SEC file number: 801-115030
• Type: Registered investment adviser
• Phone: 917-213-2958
• Latest filing: 2026-03-04
• Regulatory AUM: $71.1M
• Discretionary AUM: $71.1M
• Clients: 1
• Accounts: 24

Business model

Compensation: % of AUM.

Clients served: High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 173148 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search