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AXIOM ASSET MANAGEMENT
Legal name: WEALTHTRUST AXIOM, LLC
CRD 145186File 801-68405
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jul 22, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$899.6M
Above cohort median (national)
Discretionary AUM
$697.5M
Non-discretionary $202.1M
Clients
589
614 accounts
Employees
5
Above cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Oct 4, 2007
- Principal office
- 550 E SWEDESFORD RD, SUITE 110, WAYNE, PA, 19087
- Phone
- 610-688-0050
- Website
- HTTP://WWW.AXIOMASSET.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $899.6M
- Discretionary AUM
- $697.5M
- Non-discretionary AUM
- $202.1M
- Discretionary accounts
- 323
- Non-discretionary accounts
- 291
- Total accounts
- 614
- AUM per client
- $1.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 225 | $92.5M |
| Pension and profit sharing plans | 10 | $6.3M |
| Individuals (other than high net worth individuals) | 354 | $800.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11C2
- Q11C4
- Q11C5
- Q11D2
- Q11D4
- Q11D5
- Q11E2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Custody | false | true |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.