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AKSIA LLC

NEW YORK, NY · CRD 143422 · IAPD ↗ · max.aksia.com · 212-710-5710

$35.20BRegulatory AUM
128Advisory reps
177Employees
80Clients
n/aPlanning clients
21Private funds
3States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

32
April 2026 — AKSIA LLC notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
56
April 2026 — AKSIA LLC reported RAUM up 58% ($22.31B -> $35.20B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2026 — AKSIA LLC grew from 96 to 128 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
64
April 2025 — AKSIA LLC grew from 87 to 96 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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