AXOS INVEST, INC
  • AXOS INVEST, INC
  • ARCHIPELAGO CAPITAL MANAGEMENT LLC
  • WISEBANYAN, INC.
  • WISEBANYAN
  • HWM CAPITAL MANAGEMENT LLC

Adviser Profile

As of Date 03/27/2026
Registration SEC, Approved, 06/25/2014
Other registrations (15)
ADV Location LAS VEGAS, NV, United States
Contact Info 858 xxxxxxx
Websites
AUM* 150,762,519 5%
of that, discretionary 150,762,519 5%
Number of Employees 13
of those in investment advisory functions 10
Private Fund GAV* 0
Avg Account Size 22,191 192%
% High Net Worth 0.06% 100%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

209M 180M 150M 120M 90M 60M 30M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name ASSURANCE DIMENSIONS Filing Date10/17/2025 Form ADV-E View Report
Accounting Firm Name ASSURANCE DIMENSIONS Filing Date01/21/2025 Form ADV-E View Report
Accounting Firm Name ASSURANCE DIMENSIONS Filing Date03/04/2024 Form ADV-E View Report

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