Axiom Value Wealth Management LLC logo

Axiom Value Wealth Management LLC

Updated today

Client AUM

$95,797,245

Clients

351

Advisors

6

of 10 employees

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

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Annuities Wealth management

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Fee options

Percentage

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

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Josephine B

Series 63, Series 65

Rockville, MD

Axiom Value Wealth Management LLC

Josephine Bojang is a financial advisor at Axiom Value Wealth Management LLC with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Truist Investment Services and Securities America, Inc. She is also the founder and president of Axiom Value, LLC, an investment, insurance, and retirement planning firm. Axiom Value Wealth Management LLC serves individual and high-net-worth clients through a small team, providing portfolio management, financial planning, and retirement education. The firm’s investment approach integrates fundamental and quantitative methods and offers both discretionary management and educational workshops.

Annuities Wealth management
user avatar

Momodou B

Series 63, Series 66

Rockville, MD

Axiom Value Wealth Management LLC

Momodou Bojang is a financial advisor with Axiom Value Wealth Management LLC, holding Series 63 and 66 licenses and bringing 18 years of industry experience. He has worked at various firms including USAdvisors Wealth Management and Securities America Advisors, Inc. He is also the founder and CEO of Axiom Value, LLC, an investment and retirement planning business. Axiom Value Wealth Management LLC provides portfolio management and financial planning services to individual and high-net-worth clients. The firm integrates planning with ongoing asset management and uses a variety of investment strategies, including fundamental and quantitative analysis, while employing a third-party sub-advisory model and custodial resources for client education.

Annuities Wealth management
user avatar

Annabelle S

Series 65

Rockville, MD

Axiom Value Wealth Management LLC

Annabelle Saez is a financial advisor at Axiom Value Wealth Management LLC with one year of industry experience. She holds a Series 65 credential and has prior experience at USAdvisors Wealth Management, LLC and the Defense Contract Audit Agency. In addition to her advisory role, she operates Anna Saez, CPA, and was involved in Travel and Business Preparations. Axiom Value Wealth Management LLC provides portfolio management and financial planning to individual and high-net-worth clients, integrating planning with ongoing asset management. The firm uses a combination of fundamental, quantitative, technical, and cyclical analysis, employing both long- and short-term trading strategies, and incorporates third-party sub-advisory model portfolios and custodial educational resources into its service model.

Annuities Wealth management
user avatar

Tony N

Series 63, Series 65

Rockville, MD

Axiom Value Wealth Management LLC

Tony Nguy is a financial advisor at Axiom Value Wealth Management LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including SunTrust Advisory Services and Osaic Wealth. In addition to his advisory role, Tony is an independent licensed insurance agent with Axiom Value LLC. Axiom Value Wealth Management LLC serves individual and high-net-worth clients, providing portfolio management and financial planning through a small team of advisors. The firm uses a combination of fundamental and quantitative investment methods and offers retirement-focused education via workshops and webinars.

Annuities Wealth management
user avatar

Seth E

Series 65

Rockville, MD

Axiom Value Wealth Management LLC

Seth Emers is a financial advisor at Axiom Value Wealth Management LLC with a Series 65 designation and one year of industry experience. Prior to joining the firm, he served for 21 years at the U.S. Department of State and retired from federal government service in 2024. Axiom Value Wealth Management LLC serves individual and high-net-worth clients with portfolio management and financial planning. The firm uses a combination of fundamental and quantitative investment methods and offers retirement-focused education through workshops and webinars.

Annuities Wealth management
user avatar

Peter G

Series 65

Rockville, MD

Axiom Value Wealth Management LLC

Peter Gerlach Mack is a financial advisor at Axiom Value Wealth Management LLC in Rockville, MD. He holds a Series 65 designation and has over 20 years of experience, including a long tenure at State Department FCU. He is also a licensed insurance agent independent of his advisory role. Axiom Value Wealth Management LLC serves individual and high-net-worth clients with portfolio management and financial planning, employing a combination of fundamental and quantitative investment strategies. The firm also offers retirement education through workshops and webinars.

Annuities Wealth management
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