RIA Intelligence

AXECAP INVESTMENTS, LLC

Legal name: 365 WEALTH MANAGEMENT GROUP

CRD #314674 SEC #801-126521 MASON, OH 513-880-0002
SEC Registered
Total AUM
$183.2M
Discretionary
$171.8M
Employees
8
Clients
0
Accounts
1,046

Firm Details

Organization Type
Limited Liability Company
State of Formation
Ohio
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Apr 28, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
Petraitis, Brian, JosephICHIEF COMPLIANCE OFFICERNA Control
Petraitis, Brian, JosephICHIEF COMPLIANCE OFFICERNA Control
Petraitis, Brian, JosephICHIEF COMPLIANCE OFFICERNA Control
Petraitis, Brian, JosephICHIEF COMPLIANCE OFFICERNA Control
Petraitis, Brian, JosephICHIEF COMPLIANCE OFFICERNA Control
Wolfgram, Thomas, JamesICHIEF OPERATING OFFICERNA
Wolfgram, Thomas, JamesICHIEF OPERATING OFFICERNA
HAASE, WILLIAM, MICHAELIMANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICERE Control
HAASE, WILLIAM, MICHAELIMANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICERE Control
HAASE, WILLIAM, MICHAELIMANAGING MEMBER, CHIEF EXECUTIVE OFFICERE Control
HAASE, WILLIAM, MICHAELIMANAGING MEMBER, CHIEF EXECUTIVE OFFICERE Control
HAASE, WILLIAM, MICHAELIMANAGING MEMBER, CHIEF EXECUTIVE OFFICERE Control
HAASE, WILLIAM, MICHAELIMANAGING MEMBER, CHIEF EXECUTIVE OFFICERE Control
HAASE, WILLIAM, MICHAELIMANAGING MEMBER, CHIEF EXECUTIVE OFFICERE Control

Registrations

Federal

IA
Apr 28, 2025 REGISTERED

Notice Filings (6)

FL IN KY OH SC VA

Address

5770 GATEWAY BLVD
SUITE 102
MASON, OH 45040
United States
Phone: 513-880-0002