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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 26, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CASELLA, GISELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CASELLA, GISELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CASELLA, GISELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CASELLA, GISELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CASELLA, GISELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CASELLA, GISELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CASELLA, GISELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CASELLA, GISELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CASELLA, GISELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| CASELLA, GISELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| Jadwisiak, Matthew, David | I | CHIEF FINANCIAL OFFICER | NA | |
| Jadwisiak, Matthew, David | I | CHIEF FINANCIAL OFFICER | NA | |
| Jadwisiak, Matthew, David | I | CHIEF FINANCIAL OFFICER | NA | |
| Pham, Luong | I | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE/CHIEF COMPLIANCE OFFICER | E | Control |
| Pham, Luong | I | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE/CHIEF COMPLIANCE OFFICER | E | Control |
| Pham, Luong | I | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE/CHIEF COMPLIANCE OFFICER | E | Control |
| Pham, Luong | I | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | E | Control |
| Pham, Luong | I | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE/CHIEF COMPLIANCE OFFICER | E | Control |
| Pham, Luong | I | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | E | Control |
| Pham, Luong | I | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | E | Control |
| Pham, Luong | I | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE/CHIEF COMPLIANCE OFFICER | E | Control |
| Pham, Luong | I | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | E | Control |
| Pham, Luong | I | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | E | Control |
| Pham, Luong | I | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | E | Control |
| Pham, Luong | I | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | E | Control |
| Pham, Luong | I | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | E | Control |
| Pham, Luong | I | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | E | Control |
| Pham, Luong | I | MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | E | Control |
Registrations
Federal
IA
Aug 26, 2025 REGISTERED
Notice Filings (6)
FL ID OH SC TX WA
Address
4 SYCAMORE CREEK DRIVESPRINGBORO, OH 45066
United States
Phone: 937-291-2060