Axom Partners LLC
Firm details
- Headquarters
- Lehi, Utah
- CRD number
- 328894
- Registered since
- May 31, 2024
- Website
- www.axompartners.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 19
Samuel Fleischman
Senior Compliance ProfessionalCRD 1860709

Kimberly Ryan
FinOpCRD 4316310

Alan Bressers
Partner, Co-FounderCRD 4974200
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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