Axim Planning & Wealth

CRD 319618 · Springboro, OH · $127.2M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 319618
SEC number: 801-124695
Firm type: RIA
Assets under management: $127.2M as of Mar 13, 2026
Website: www.aximwealth.com ↗
Phone: 937-291-2060
Address: 4 Sycamore Creek Drive, Springboro, OH, 45066

Advisors at this firm

5 in our index · page 1 of 1

Matthew David JadwisiakCRD 7192881 · Springboro, OH

IA RegisteredRegistration inactive
Bret Daniel LoftisCRD 7789632 · Springboro, OH

IA Registered
Kevin MillerCRD 8040030 · Columbus, OH

IA Registered
Jakob Sean RubyCRD 7865352 · Springboro, OH

IA Registered
Casey StevensonCRD 6331290 · Powell, OH

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.