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Axim Planning & Wealth CRD 319618
$127M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4 Sycamore Creek Drive, Springboro, OH 45066 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-09-03 |
Branch Locations
4 Sycamore Creek Drive, Springboro, OH 45066 • United States
Powell, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Miamisburg | OH | 04/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Miamisburg | OH | 11/2016 | 03/2023 |
| Wells Fargo Advisors Financial Network, Llc | Dublin | OH | 03/2023 | 05/2023 |
| Hedgeit, Llc | Powell | OH | 01/2023 | Present |
| Axim Planning & Wealth | Springboro | OH | 08/2024 | Present |
| Axim Planning & Wealth | Springboro | OH | 02/2026 | Present |
HEDGE FUN LLC, NOT INV RELATED, HELENA, MT, 100% OWNERSHIP, START 4/23/2021, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, TO REGISTER A UTILITY TASK VEHICLE FOR PERSONAL USE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-28 |
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