WEALTHTRUST AXIOM, LLC
Legal name: AXIOM ASSET MANAGEMENT
CRD #145186 SEC #801-68405 WAYNE, PA 610-688-0050
SEC Registered Disclosures
Total AUM
$802.8M
Discretionary
$643.8M
Employees
4
Clients
51
Accounts
598
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $802.8M | $643.8M | $159M | 4 | 598 |
| Mar 2024 | $728.1M | $581.6M | $146.6M | 5 | 612 |
| Mar 2023 | $655.7M | $518.1M | $137.6M | 5 | 613 |
| Mar 2022 | $665.9M | $530.4M | $135.5M | 5 | 604 |
| Mar 2021 | $601.7M | $473.4M | $128.4M | 5 | 632 |
| Jun 2020 | $621.2M | $476.8M | $144.4M | 5 | 609 |
| Mar 2020 | $621.2M | $476.8M | $144.4M | 5 | 609 |
| Mar 2019 | $550.8M | $415.9M | $134.8M | 5 | 625 |
| Dec 2018 | $619.1M | $471.7M | $147.4M | 6 | 650 |
| Mar 2018 | $619.1M | $471.7M | $147.4M | 6 | 650 |
| Nov 2017 | $622.8M | $481.1M | $141.7M | 6 | 649 |
| Mar 2017 | $622.8M | $481.1M | $141.7M | 6 | 700 |
| Jun 2016 | $586.5M | $448.6M | $138M | 6 | 700 |
| Apr 2016 | $586.5M | $448.6M | $138M | 6 | 700 |
| Apr 2016 | $586.5M | $448.6M | $138M | 6 | 700 |
| Mar 2016 | $586.5M | $448.6M | $138M | 6 | 700 |
| Oct 2015 | $633M | $491.6M | $141.4M | 6 | 700 |
| Oct 2015 | $633M | $491.6M | $141.4M | 6 | 700 |
| Mar 2015 | $633M | $491.6M | $141.4M | 6 | 700 |
| Sep 2014 | $614.7M | $468M | $146.7M | 6 | 600 |
| Mar 2014 | $614.7M | $468M | $146.7M | 6 | 600 |
| Nov 2013 | $485.9M | $374.5M | $111.4M | 6 | 500 |
| Mar 2013 | $485.9M | $374.5M | $111.4M | 6 | 500 |
| Dec 2012 | $452.8M | $343.9M | $108.9M | 6 | 500 |
| Mar 2012 | $452.8M | $343.9M | $108.9M | 6 | 500 |
| Mar 2011 | $457.9M | $344.2M | $113.7M | 10 | -- |
| Jan 2008 | $413M | $317.6M | $95.4M | 10 | -- |
| Sep 2007 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$802.8M
Discretionary$643.8M
Non-Disc.$159M
Employees4
Clients598
DateMar 2024
Total AUM$728.1M
Discretionary$581.6M
Non-Disc.$146.6M
Employees5
Clients612
DateMar 2023
Total AUM$655.7M
Discretionary$518.1M
Non-Disc.$137.6M
Employees5
Clients613
DateMar 2022
Total AUM$665.9M
Discretionary$530.4M
Non-Disc.$135.5M
Employees5
Clients604
DateMar 2021
Total AUM$601.7M
Discretionary$473.4M
Non-Disc.$128.4M
Employees5
Clients632
DateJun 2020
Total AUM$621.2M
Discretionary$476.8M
Non-Disc.$144.4M
Employees5
Clients609
DateMar 2020
Total AUM$621.2M
Discretionary$476.8M
Non-Disc.$144.4M
Employees5
Clients609
DateMar 2019
Total AUM$550.8M
Discretionary$415.9M
Non-Disc.$134.8M
Employees5
Clients625
DateDec 2018
Total AUM$619.1M
Discretionary$471.7M
Non-Disc.$147.4M
Employees6
Clients650
DateMar 2018
Total AUM$619.1M
Discretionary$471.7M
Non-Disc.$147.4M
Employees6
Clients650
DateNov 2017
Total AUM$622.8M
Discretionary$481.1M
Non-Disc.$141.7M
Employees6
Clients649
DateMar 2017
Total AUM$622.8M
Discretionary$481.1M
Non-Disc.$141.7M
Employees6
Clients700
DateJun 2016
Total AUM$586.5M
Discretionary$448.6M
Non-Disc.$138M
Employees6
Clients700
DateApr 2016
Total AUM$586.5M
Discretionary$448.6M
Non-Disc.$138M
Employees6
Clients700
DateApr 2016
Total AUM$586.5M
Discretionary$448.6M
Non-Disc.$138M
Employees6
Clients700
DateMar 2016
Total AUM$586.5M
Discretionary$448.6M
Non-Disc.$138M
Employees6
Clients700
DateOct 2015
Total AUM$633M
Discretionary$491.6M
Non-Disc.$141.4M
Employees6
Clients700
DateOct 2015
Total AUM$633M
Discretionary$491.6M
Non-Disc.$141.4M
Employees6
Clients700
DateMar 2015
Total AUM$633M
Discretionary$491.6M
Non-Disc.$141.4M
Employees6
Clients700
DateSep 2014
Total AUM$614.7M
Discretionary$468M
Non-Disc.$146.7M
Employees6
Clients600
DateMar 2014
Total AUM$614.7M
Discretionary$468M
Non-Disc.$146.7M
Employees6
Clients600
DateNov 2013
Total AUM$485.9M
Discretionary$374.5M
Non-Disc.$111.4M
Employees6
Clients500
DateMar 2013
Total AUM$485.9M
Discretionary$374.5M
Non-Disc.$111.4M
Employees6
Clients500
DateDec 2012
Total AUM$452.8M
Discretionary$343.9M
Non-Disc.$108.9M
Employees6
Clients500
DateMar 2012
Total AUM$452.8M
Discretionary$343.9M
Non-Disc.$108.9M
Employees6
Clients500
DateMar 2011
Total AUM$457.9M
Discretionary$344.2M
Non-Disc.$113.7M
Employees10
Clients--
DateJan 2008
Total AUM$413M
Discretionary$317.6M
Non-Disc.$95.4M
Employees10
Clients--
DateSep 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--