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AXOS INVEST, INC

LAS VEGAS, NV · CRD 150953 · IAPD ↗ · 858-376-6055

$150.8MRegulatory AUM
10Advisory reps
13Employees
0Clients
n/aPlanning clients
0Private funds
51States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
July 2025 — AXOS INVEST, INC began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance

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