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AKSIA CA LLC

SAN DIEGO, CA · CRD 159043 · IAPD ↗ · aksia.com · 858-456-6000

$2.08BRegulatory AUM
28Advisory reps
51Employees
9Clients
n/aPlanning clients
2Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

50
May 2026 — AKSIA CA LLC (SAN DIEGO, CA) left the SEC roster (was $2.08B RAUM, 28 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
61
April 2024 — AKSIA CA LLC grew from 25 to 31 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.