← Tributary

AXIA ASSET MANAGEMENT, LLC

· CRD 173148 · IAPD ↗ · 917-213-2958

$71.1MRegulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2025 — AXIA ASSET MANAGEMENT, LLC reported RAUM up 29% ($49.7M -> $64.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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