# Axion Wealth Advisors

> Axion Wealth Advisors is a state-registered investment advisory firm in San Diego, CA, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 6, 2026.

- CRD: 325396
- Filed as: AXION WEALTH ADVISORS
- Legal name: Axion Wealth Advisors Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Diego, CA
- Filing period: October 2026
- Form ADV filing dated: March 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/325396
- AdvisorCensus page: https://advisorcensus.com/firm/axion-wealth-advisors-san-diego-ca-325396

## Quick answers

**How is Axion Wealth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Axion Wealth Advisors reports these compensation arrangements: a percentage of assets under its management.

**Where is Axion Wealth Advisors located?**
Axion Wealth Advisors' principal office is in San Diego, CA, according to its Form ADV.

**Is Axion Wealth Advisors registered with the SEC or a state?**
Axion Wealth Advisors is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 325396.

**How much does Axion Wealth Advisors manage?**
Axion Wealth Advisors reports $59,340,144 in regulatory assets under management in its Form ADV filing dated March 6, 2026 (100% discretionary).

**What types of clients does Axion Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (59); high net worth individuals (28).

**Does Axion Wealth Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/325396

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $59,340,144
- Discretionary: $59,340,144
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 59 | $23,086,136 |
| High net worth individuals | 28 | $36,254,008 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2023 (2 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, LA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Axion Wealth Advisors (CRD 325396): Form ADV filing data as of October 2026.