AXIM PLANNING & WEALTH

Legal name: AXIM WEALTH MANAGEMENT LLC

CRD 319618File 801-124695

APPROVED

Retail clients

Custody

Filing as of Jul 16, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$127.2M

Bottom 25% of cohort (national)

Discretionary AUM

$118.7M

Non-discretionary $8.5M

Clients

287

678 accounts

Employees

Bottom 25% of cohort in OH

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Apr 21, 2022
Principal office: 4 SYCAMORE CREEK DRIVE, SPRINGBORO, OH, 45066
Phone: 937-291-2060
Website: http://www.aximwealth.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $127.2M
Discretionary AUM: $118.7M
Non-discretionary AUM: $8.5M
Discretionary accounts: 676
Non-discretionary accounts: 2
Total accounts: 678
AUM per client: $443K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	33	$49.2M
Pension and profit sharing plans	Fewer than 5	$8.5M
Individuals (other than high net worth individuals)	252	$69.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
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

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
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.