AXIO WEALTH MANAGEMENT, INC.
CRD #306982 SEC #801-117968 WEST COLUMBIA, SC 803-354-5015
SEC Registered
Total AUM
$656.9K
Discretionary
$656.9K
Employees
1
Clients
--
Accounts
1
Firm Details
- Organization Type
- Corporation
- State of Formation
- South Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 9, 2020
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GILTNER, JOE, HARVEY | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| GILTNER, JOE, HARVEY | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| GILTNER, JOE, HARVEY | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| GILTNER, JOE, HARVEY | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| KEPLER, YVONNE, VANDERHOFF | I | VICE PRESIDENT, DIRECTOR | E | Control |
| KEPLER, YVONNE, VANDERHOFF | I | VICE PRESIDENT, DIRECTOR | E | Control |
| KEPLER, YVONNE, VANDERHOFF | I | VICE PRESIDENT, DIRECTOR | E | Control |
| KEPLER, YVONNE, VANDERHOFF | I | VICE PRESIDENT, DIRECTOR | E | Control |
| DIEHL, SUSAN, DIANE | I | VICE PRESIDENT, DIRECTOR | C | Control |
| DIEHL, SUSAN, DIANE | I | VICE PRESIDENT, DIRECTOR | C | Control |
| DIEHL, SUSAN, DIANE | I | VICE PRESIDENT, DIRECTOR | C | Control |
| DIEHL, SUSAN, DIANE | I | VICE PRESIDENT, DIRECTOR | C | Control |
Registrations
Federal
IA
Jun 9, 2020 REGISTERED
Notice Filings (14)
CA IA IL LA MA MI NJ NY OH OR PA SC TX WA
Address
101 TRADE ZONE DR. SUITE 20AWEST COLUMBIA, SC 29170
United States
Phone: 803-354-5015