AXION WEALTH ADVISORS

AXION WEALTH ADVISORS of SAN DIEGO, CA is an SEC-registered investment adviser (CRD 325396). Regulatory assets under management: $59.3M.

Registration

• CRD: 325396
• Type: Registered investment adviser
• Location: 6265 GREENWICH DRIVE, SAN DIEGO, CA, 92122
• Phone: 760-473-9109
• Latest filing: 2026-03-06
• Regulatory AUM: $59.3M
• Discretionary AUM: $59.3M
• Clients: 3
• Accounts: 87

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 325396 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search