Axiom Asset Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Wayne, PA. Its latest Form ADV filing, dated March 30, 2026, reports $900M in regulatory assets under management, 5 employees, and 614 accounts.
Assets Under Management
$900M
Employees
5
Offices
--
Total Clients
589
Primary office
WAYNE, PA
550 E SWEDESFORD RD, SUITE 110, WAYNE, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 60.1% of total clients.
Top client categories% of clientsClients
1
Individuals
60.1%
354
2
HNWI
38.2%
225
3
Pension Plans
1.7%
10
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$900Mas of March 30, 2026
Discretionary77.5%
$698M
78% of total RAUM77.5%
Non-discretionary22.5%
$202M
22% of total RAUM22.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$900M
Total Accounts614
10Y AUM Change+$277M (+44.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee118:1
10Y Employee Change-1 (-16.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.