A
$95.8M Total AUM
$95.8M Disc. AUM
-- 3Y CAGR
10 Employees
351 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-08-2025
- Office Locations
- 1
Office Locations
9211 Corporate Blvd Suite 200 Rockville MD
About Axiom Value Wealth Management LLC
Axiom Value Wealth Management LLC is a Rockville-based RIA. The firm has been operating for 1 years. Managing $95.8M in total assets under management, with 5 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
44 AVG AGE
$19.2M AVG AUM / ADVISOR
$272.9K AVG AUM / CLIENT
1.2 yrs AVG TENURE
10 Employees
5 Advisory Reps
5 RIA Reps
1yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
MOMODOU L. BOJANG
Chief Compliance Officer, Managing Member
- CRD
- #5386144
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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Josephine J Bojang
--
- CRD
- #5905954
Available
Available
Available
S
SETH BRIAN EMERS
--
- CRD
- #7993639
Available
Available
Available
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $95,797,245 | -- |
| Non-Discretionary | $0 | -- |
| Total | $95,797,245 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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