A
$59.3M Total AUM
$59.3M Disc. AUM
-- 3Y CAGR
3 Employees
87 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-18-2023
- Office Locations
- 2
Office Locations
6265 Greenwich Drive Ste. 150 SAN Diego CA
-- Baton Rouge LA
About Axion Wealth Advisors
Axion Wealth Advisors is a SAN Diego-based RIA with 2 offices. The firm has been operating for 2 years. Managing $59.3M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
71 AVG AGE
$19.8M AVG AUM / ADVISOR
$682.1K AVG AUM / CLIENT
2.8 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
2yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
GREGORY JOHN JACKEY
Chief Compliance Officer, Managing Partner, Wealth Advisor
- CRD
- #1670419
- Ownership
- 50% but less than 75%
Available
Available
Available
D
DANIEL PIERRE LAFRAMBOISE
Chief Compliance Officer, Managing Partner, President
- CRD
- #2540903
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 2 of 2 owners & executives
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B
BEVERLY Sue ROBINSON
Wealth Advisor
- CRD
- #2032831
Available
Available
Available
Showing 1 of 3 contacts
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $59,340,144 | -- |
| Non-Discretionary | $0 | -- |
| Total | $59,340,144 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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