Axom Partners LLC

Broker-DealerFINRA MemberEst. 2024
Total AUM
Advisory reps
19
Avg account
$0

Firm details

Headquarters
Lehi, Utah
CRD number
328894
Registered since
May 31, 2024

Firm profile

FINTRX

Overview

Axom Partners LLC is organized as a limited liability company and is registered with the SEC in 2024. Regulatory classification in the dataset identifies the firm as an investment bank rather than a traditional registered investment adviser. Ownership is listed as a combination of a domestic entity and an individual. Filings and the snapshot data describe a narrow regulatory footprint: the firm is not designated as a capital allocator, is not flagged as an active ESG investor, and is not a multi-state adviser. It is also not identified as a pension consultant or a related adviser. Several common fields — including specific business or advisory activities and client segmentation — are blank in the source material.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 19
  • Samuel Fleischman

    Samuel Fleischman

    Senior Compliance ProfessionalCRD 1860709

  • Kimberly Ryan

    Kimberly Ryan

    FinOpCRD 4316310

  • Alan Bressers

    Alan Bressers

    Partner, Co-FounderCRD 4974200

Unlock 16 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Lehi, UT

Utah

Location

Lehi, UT

Headquartered in Lehi, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area
Salt Lake City-Provo-Orem, UT
Region
West
County
Utah
Address
3451 N Triumph Blvd
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth