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AXECAP INVESTMENTS, LLC

UUID17c2f832-4bbd-5e9f-bb3c-a0ecb337c435
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:55
Updated2025-10-23 02:23:55

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 314674 314674 1.0
sec_file_number 801-126521 801-126521

Profile

Websitehttps://www.365wmg.com
HQ CityMASON
HQ StateOH
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • 365 WEALTH MANAGEMENT GROUP adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)183,182,460.0
  • RAUM (discretionary)171,837,813.0
  • Actionable assets117,434,775.0
  • Accounts1,046.0

Institutional Clients

  • Government AUM
  • Pension AUM16,759,593.0
  • Charitable AUM
  • HNW AUM100,675,182.0

As of 2025-04-28 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.