RIA Intel›Advisers›Maryland›AXIOM VALUE WEALTH MANAGEMENT LLC

AXIOM VALUE WEALTH MANAGEMENT LLC

Advisory

ROCKVILLE, MD

Data as of Mar 27, 2026 · Source: SEC Form ADV

Rank in MD

#368

of 468 advisers by AUM

Average account

$273K

across 351 accounts

AUM per adviser

$19M

5 advisers

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM

$96M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

10

Assets Under Management

Total AUM$96M

Discretionary AUM$96M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients351

Team

Total Employees10

Investment Advisers5

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InDC, FL, MD, VA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

351 clients

61 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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MICHAEL ANDERSEN REGISTERED INVESTMENT ADVISOR L.L.C.

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CWM FINANCIAL GROUP, INC.

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