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AXIA ADVISORY

INDIANAPOLIS, IN · CRD 107571 · IAPD ↗ · axiaadvisory.com · 317-630-2800

$1.88BRegulatory AUM
4Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — AXIA ADVISORY shrank from 6 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.