RIA Intel›Advisers›Ohio›AUXIN GROUP WEALTH MANAGEMENT, LLC

AUXIN GROUP WEALTH MANAGEMENT, LLC

Advisory

N·AKRON, OH

Data as of Mar 26, 2024 · Source: SEC Form ADV

Total AUM

$304M

1-Year AUM Growth

-5.4%

3-Year CAGR

-1.0%

Employees

3

Assets Under Management

Total AUM$304M

Discretionary AUM$272M

Non-Discretionary AUM$32M

Discretionary %89.6%

Total Clients146

Team

Total Employees3

Investment Advisers6

Employee Growth (1Y)—

Filing History

Total Filings on Record8

First FilingDec 26, 2019

Latest FilingMar 26, 2024

🔒 Full AUM trend chart and 8 historical filings spanning 5+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on AUXIN GROUP WEALTH MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.