# AXIM WEALTH MANAGEMENT LLC

AXIM WEALTH MANAGEMENT LLC of SPRINGBORO, OH is an SEC-registered investment adviser.

## Registration

- CRD: 319618
- Type: SEC-registered investment adviser
- SEC file number: 801-124695
- Location: 4 SYCAMORE CREEK DRIVE, SPRINGBORO, OH, 45066
- Phone: 937-291-2060
- Latest filing: 2026-07-16
- Regulatory AUM: $127.2M
- Discretionary AUM: $118.7M
- Non-discretionary AUM: $8.5M
- Clients: 3
- Accounts: 678

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Giselle Casella | CHIEF COMPLIANCE OFFICER | Reno, NV |
| Luong Pham | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | — |
| Matthew David Jadwisiak | CHIEF FINANCIAL OFFICER | — |
| CASELLA GISELLE | CHIEF COMPLIANCE OFFICER | — |
| Pham Luong | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE; MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE/CHIEF COMPLIANCE OFFICER | — |
| Casey Stevenson | CHIEF EXECUTIVE OFFICER | Los Angeles, CA |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| COLUMBUS | OH | 2 | 9372912060 |
| NAMPA | ID | 1 | 937-291-2060 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/319618/brochure
- Similar advisers: https://search.stillhousedata.com/firm/319618/similar
- Related entities: https://search.stillhousedata.com/firm/319618/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/319618

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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.