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AJAX HEALTH MANAGEMENT COMPANY, LLC

MENLO PARK, CA · CRD 340280 · IAPD ↗ · ajaxhealth.com · 800-991-6564

$214.5MRegulatory AUM
12Advisory reps
19Employees
0Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

60
September 2026 — AJAX HEALTH MANAGEMENT COMPANY, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
85
April 2026 — AJAX HEALTH MANAGEMENT COMPANY, LLC (MENLO PARK, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 13 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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