Axiom Value Wealth Management LLC
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About
Axiom Value Wealth Management LLC provides portfolio management and related financial planning to individual and high-net-worth clients, delivering planning as an integrated part of its ongoing asset management rather than as a separate one-time service. The firm manages accounts on both a discretionary and non-discretionary basis and prepares individualized Investment Policy Statements that document goals, risk tolerances and implementation guidelines.
AVWML’s investment process draws on a mix of methods — including fundamental, quantitative, technical, charting and cyclical analysis — and employs both long- and short-term trading strategies in accordance with clients’ IPS. Accounts are monitored regularly and the firm states a policy of seeking fair and equitable allocation of investment opportunities among clients over time.
What is distinctive is the firm’s use of a third‑party sub‑advisory arrangement (AE Wealth Management) to access model portfolios and model managers, coupled with custodial relationships that provide access to educational events and workshops for clients — services less commonly offered by peer team firms. The firm is recently formed and emphasizes the integration of third‑party model management and custodial educational resources into its service model, with disclosed conflicts and supervisory safeguards.
Client services
Expertise
Fee options
1.00% - 2.00%
Main office
9211 Corporate Blvd Suite 200
Rockville MD 20850
Advisors at this office
6
Most active in
District of Columbia · Florida · Maryland · Virginia
Disclosures
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Business activities & affiliations
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
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