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AXION WEALTH ADVISORS INC.

Advisory

SAN DIEGO, CA

Data as of Mar 6, 2026 · Source: SEC Form ADV

Rank in CA
#3,277
of 5,480 advisers by AUM
Average account
$682K
across 87 accounts
AUM per adviser
$20M
3 advisers

Source: SEC Form ADV. Figures as filed Mar 6, 2026.

Total AUM
$59M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
3
Assets Under Management
Total AUM$59M
Discretionary AUM$59M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients87
Team
Total Employees3
Investment Advisers3
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCA, LA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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