Axos Invest, Inc

Firm record

As recorded in SEC IAPD

Firm CRD

150953

SEC number

801-79951

Firm type

RIA

Assets under management

$150.8M as of Mar 27, 2026

Website

www.linkedin.com/company/axos-invest ↗

Phone

858-376-6055

Address

9205 W Russell Road, Las Vegas, NV, 89148

Advisors at this firm

14 in our index · page 1 of 1

• Hunter James BremerCRD 6724990 · Centennial, CO
  IA RegisteredBroker
• Brandy Nicole Dyer MorrisCRD 6419064 · Omaha, NE
  IA RegisteredBroker
• Kian FadaeeCRD 7542825 · Las Vegas, NV
  IA RegisteredBroker
• Tracy Lyn GallmanCRD 2814720 · Las Vegas, NV
  IA RegisteredBroker
• James GoldsteinCRD 4064878 · Centennial, CO
  IA RegisteredBroker
• Chad Gailen HeidzigCRD 2900274 · Omaha, NE
  IA RegisteredBroker
• Diane Nicole KlitzCRD 6585443 · Omaha, NE
  IA RegisteredBroker
• Morry Gene MoralesCRD 7166014 · San Diego, CA
  IA RegisteredBroker
• Michael Jeffrey RichardsCRD 6276762 · Los Angeles, CA
  IA RegisteredBroker
• Jason SchroederCRD 2595898 · Omaha, NE
  IA RegisteredBroker
• James Hilton ThomasCRD 7172635 · Las Vegas, NV
  IA RegisteredBroker
• Derek Michael TschudinCRD 4684900 · Las Vegas, NV
  IA RegisteredBroker
• Paul Way YehCRD 5532841 · San Diego, CA
  IA RegisteredBroker
• Emily Liao YuCRD 7816948 · San Diego, CA
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.