SourcingSourcing

AXIM WEALTH MANAGEMENT LLC

C49
CRD 319618·SEC 801-124695·SPRINGBORO, OH
AUM
$127.2M
$100M-$500M
Est. Revenue
$1.3M
@ 1% on AUM
Est. EBITDA
$382K
@ 30% margin
Est. Deal Value
$3.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
AXIM WEALTH MANAGEMENT LLC
CRD
319618
SEC file #
801-124695
EIN
—
DBA names
Axim Planning & Wealth

Economics

AUM
$127.2M
AUM band
$100M-$500M
AUM trajectory
'23'26
$119.3M → $127.2M▲ +7%
Client mix
Individuals Other252
Individuals High Net Worth33
Pension Profit Sharing Plans2

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'23'26
2 advisors → 2 advisors▬ 0%
Primary office
SPRINGBORO OH
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/13/2026
ADV-W filed at
—
Website
aximwealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
STEVENSON, CASEY
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
STEVENSON, CASEY
CASELLA, GISELLE
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
AXIMWEALTH.COM
Rdap Domain Creation Date
2017-12-23T21:46:17Z
Rdap Firm Age Years
9
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4327
Soi Zip Pct 200k Plus
0.151
Soi Zip Returns 200k Plus
1930
Soi Zip Total AGI
1,614,892
Fdic Zip Total Deposits
12,196,444,000
Fdic Zip Branch Count
340
Fdic Zip Top Banks
The Huntington National Bank
PNC Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
The Community National BankSpringboro, OH
Amerifirst Bank, National AssociationSpringboro, OH
Fdic Zip HHI
784.84
Fdic Zip Top Bank Share Pct
16.53
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-12-23T21:46:17Z
Rdap Domain Last Changed
2024-12-24T12:30:57Z
Rdap Nameservers
Ns41.domaincontrol.comNs42.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI29,456
Returns2,700
Stub 2
AGI62,774
Returns1,690
Stub 3
AGI97,174
Returns1,560
Soi Zip Total Business Income
55,262
Soi Zip Total Cap Gains
84,907
Soi Zip Total Dividends
32,919
Soi Zip Total Returns
12,780
Top Owner CRD
6331290
Trust Company Affiliate
No

People (6)

6
STEVENSON, CASEY
IAR · Direct Owner · 87.5%
6331290
Jadwisiak, Matthew, David
IAR · Executive Officer · 2.5%
7192881
CASELLA, GISELLE
Executive Officer · 2.5%
4998512
Kevin Miller
IAR
8040030
Jakob Sean Ruby
IAR
7865352
Bret Daniel Loftis
IAR
7789632