WEALTHTRUST AXIOM, LLC

CRD

145186

SEC file #

801-68405

EIN

261094936

DBA names

Axiom Asset Management

Economics

AUM

$899.6M

AUM band

$500M-$1B

AUM trajectory

'20 · $550.8M

'21 · $621.2M

'22 · $601.7M

'23 · $665.9M

'25 · $802.8M

'26 · $899.6M

'20'26

$550.8M → $899.6M▲ +63%

sec adv history

Client mix

Individuals Other	354
Individuals High Net Worth	225
Pension Profit Sharing Plans	10

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 5 advisors

'21 · 5 advisors

'22 · 5 advisors

'23 · 5 advisors

'25 · 4 advisors

'26 · 5 advisors

'20'26

5 advisors → 5 advisors▬ 0%

sec adv history

Primary office

WAYNE PA

Branches

—

Custodian & Brokerage

Primary custodian

E*Tradelow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers

Fee basis

% of AUM

Filings

Latest ADV filing

03/30/2026

ADV-W filed at

—

Website

axiomasset.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

HIGHTOWER HOLDING, LLC

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

HIGHTOWER HOLDING, LLC

WEALTHTRUST LLC

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

AXIOMASSET.COM

Rdap Domain Creation Date

2003-11-12T21:18:50Z

Rdap Firm Age Years

Rdap Firm Age Band

20+y

Rdap Registrar

Amazon Registrar, Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0001425949

Edgar Registered

Yes

Edgar Filing Count

107

Edgar First Filing Date

2008-02-08

Edgar Last Filing Date

2026-05-11

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-05-11

Accession0001425949-26-000005

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

E*trade

adv brochure

Edgar Addresses

Mailing

550 EAST SWEDESFORD RD, STE 110WAYNE, PA 19087

Business

550 EAST SWEDESFORD RD, STE 110WAYNE, PA 19087

Edgar EIN

261094936

Edgar Recent Filings

13F-HR2026-05-11 · 0001425949-26-000005

13F-HR2026-02-13 · 0001425949-26-000004

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2026-11-12T21:18:50Z

Rdap Domain Last Changed

2026-05-14T06:06:41Z

Rdap Nameservers

Ns-1020.awsdns-63.netNs-1172.awsdns-18.orgNs-1694.awsdns-19.co.ukNs-57.awsdns-07.com

Rdap Secure Dns Enabled

Rdap Status

Client Transfer Prohibited

Trust Company Affiliate