Wealthtrust Axiom, LLC
● SEC registered since 2007CRD 145186SEC# 801-68405Wayne, PA
Reg. AUM
$899.6M
Employees
5
Accounts
614
Location
Wayne, PA
Wealthtrust Axiom, LLC assets under management
Wealthtrust Axiom, LLC operates as an SEC-registered investment adviser based in Wayne, PA. The firm has been registered since 2007. It reports $899.6 million in regulatory assets under management and employs 5 people.
Wealthtrust Axiom, LLC owners & executives
15 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Craig Alan Rose Control | Managing Director | Under 5% | 2015 |
| Daniel Jeremy Berg | Chief Financial Officer | Under 5% | 2019 |
| David Joseph Webster Control | Chief Compliance Officer | Under 5% | 2020 |
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Join to unlock · $37/moFrequently asked questions
How much does Wealthtrust Axiom, LLC manage?
Wealthtrust Axiom, LLC reports $899.6 million in regulatory assets under management on its Form ADV.
How many employees does Wealthtrust Axiom, LLC have?
Wealthtrust Axiom, LLC reports 5 employees.
Where is Wealthtrust Axiom, LLC located?
Wealthtrust Axiom, LLC is based in Wayne, PA and has been SEC-registered since 2007.
Does Wealthtrust Axiom, LLC disclose fund performance?
Wealthtrust Axiom, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 550 E Swedesford Rd, Suite 110, Wayne, PA 19087 |
| Phone | 610-688-0050 |
| Fax | 610-688-0075 |
| Office hours | By Appt Only |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$899.6M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 35%
Larger than 65% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$899.6Mregulatory AUM
Discretionary $697.5MNon-discretionary $202.1M