AXIM WEALTH MANAGEMENT LLC
Legal name: AXIM PLANNING & WEALTH
CRD #319618 SEC #801-124695 SPRINGBORO, OH 937-291-2060
SEC Registered
Total AUM
$119.3M
Discretionary
$119.3M
Employees
2
Clients
101
Accounts
587
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $119.3M | $119.3M | $0 | 2 | 0 |
| Jun 2025 | $119.3M | $119.3M | $0 | 2 | 0 |
| Mar 2025 | $119.3M | $119.3M | $0 | 2 | 0 |
| Nov 2024 | $129.3M | $129.3M | $0 | 3 | 0 |
| Sep 2024 | $129.3M | $129.3M | $0 | 3 | 0 |
| Mar 2024 | $129.3M | $129.3M | $0 | 3 | 0 |
| Aug 2023 | $112.9M | $112.9M | $0 | 2 | 0 |
| Mar 2023 | $112.9M | $112.9M | $0 | 2 | 0 |
| Mar 2023 | $112.9M | $112.9M | $0 | 2 | 0 |
| Mar 2023 | $112.9M | $112.9M | $0 | 2 | 0 |
| Aug 2022 | $119.3M | $119.3M | $0 | 2 | 0 |
| Aug 2022 | $119.3M | $119.3M | $0 | 2 | 0 |
| May 2022 | $0 | $0 | $0 | 2 | 0 |
| May 2022 | $0 | $0 | $0 | 2 | 0 |
| Mar 2022 | $0 | $0 | $0 | 2 | 0 |
DateAug 2025
Total AUM$119.3M
Discretionary$119.3M
Non-Disc.$0
Employees2
Clients0
DateJun 2025
Total AUM$119.3M
Discretionary$119.3M
Non-Disc.$0
Employees2
Clients0
DateMar 2025
Total AUM$119.3M
Discretionary$119.3M
Non-Disc.$0
Employees2
Clients0
DateNov 2024
Total AUM$129.3M
Discretionary$129.3M
Non-Disc.$0
Employees3
Clients0
DateSep 2024
Total AUM$129.3M
Discretionary$129.3M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$129.3M
Discretionary$129.3M
Non-Disc.$0
Employees3
Clients0
DateAug 2023
Total AUM$112.9M
Discretionary$112.9M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$112.9M
Discretionary$112.9M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$112.9M
Discretionary$112.9M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$112.9M
Discretionary$112.9M
Non-Disc.$0
Employees2
Clients0
DateAug 2022
Total AUM$119.3M
Discretionary$119.3M
Non-Disc.$0
Employees2
Clients0
DateAug 2022
Total AUM$119.3M
Discretionary$119.3M
Non-Disc.$0
Employees2
Clients0
DateMay 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMay 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0