AXION WEALTH ADVISORS

Overview

Axion Wealth Advisors is a small, fee-based registered investment adviser that focuses on portfolio management for individuals and small businesses. The firm structures client relationships around a percentage-of-AUM fee model and targets private clients and families rather than institutional pension or consultant work. Its disclosed operating footprint is modest: the adviser is individually owned and categorized as an unclassified advisory firm, and it does not profile itself as an active ESG investor. Investment activity centers on pooled public funds for core equity and fixed-income exposure, supplemented by allocations to real estate through third-party managers. The firm manages client accounts on a discretionary basis, indicating that portfolio decisions are typically executed by Axion Wealth Advisors rather than left to client direction. Typical client mandates appear to favor diversified, manager-driven strategies using mutual funds and separate managed accounts.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices