AXOM PARTNERS LLC

Broker-DealerFINRA MemberEst. 2024
Total AUM
Advisory reps
14
Avg account
$0

Firm details

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

Firm profile

FINTRX

Overview

Axom Partners LLC is a limited liability company that registered with the SEC in 2024. The firm is classified in the data as an investment bank and lists ownership as a combination of a domestic entity and an individual. The record does not include descriptions of its advisory activities, client segments, fee model, or day-to-day business activities. The dataset flags several operational attributes: Axom Partners is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser per the record, and does not show pension consulting or related-adviser designations. No affiliations or third-party activities were provided.

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 14
  • PATRICIA SHAW

    Executive DirectorCRD 6094655

  • Jacob Dwek

    AnalystCRD 7909384

  • SAMUEL BRONSTEIN

    PartnerCRD 6359783

Unlock 11 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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