Axim Planning & Wealth Revenue

Financial Services • Clear Creek, Ohio, United States • 1-10 Employees

Axim Planning & Wealth revenue & valuation

Annual revenue	$684,440
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,200,000
Total funding	No funding

Key Contact at Axim Planning & Wealth

Bret Loftis

Vice President - Northwest Market | Financial Advisor

Company overview

Headquarters	Clear Creek, Ohio, United States
Phone number	+19372912060
Website	aximwealth.com
NAICS	52
Employees	1-10
Socials

Axim Planning & Wealth Email Formats

Axim Planning & Wealth uses 2 email formats. The most common is {first initial} (e.g., j@aximwealth.com), used 80% of the time.

Format	Example	Percentage
{first initial}	j@aximwealth.com	80%
{first name}	john@aximwealth.com	20%

About Axim Planning & Wealth

With decades of combined experience, we have been helping individuals just like you. With our trademark process, The Retirement Blueprint™ we have changed the way people look at their future. This process addresses each of the 5 key areas of planning. As a Financial Coach, we specialize in helping people identify and work towards their personal goals by addressing the issues that are causing them worry, anxiety, and stress. We then connect you with professionals in the area to help collaborate and design a personalized Blueprint™. Our professional network includes Estate Planning Attorneys, Elder Law Attorneys, CPA's, Wealth Management professionals and Financial Planners. We take great pride in the progress and success of our clients, and look forward to helping you. Get in touch to learn more. *For a comprehensive review of your personal situation, always consult your legal advisor. Advisory services are offered through Axim Wealth Management LLC dba Axim Planning & Wealth, an SEC Registered Investment Advisor. Insurance products and services are offered through various companies. Axim Planning & Wealth only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Vice President

C-Suite

Employees by Department

Axim Planning & Wealth has 5 employees across 2 departments.

Departments

Number of employees

Funding Data

Axim Planning & Wealth has never raised funding before.

Axim Planning & Wealth Tech Stack

Discover the technologies and tools that power Axim Planning & Wealth's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

Underscore.js

JavaScript libraries

Site Kit

Analytics

WPForms

Form builders

Elementor

Page builders

Microsoft 365

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

MonsterInsights

Analytics

jQuery

JavaScript libraries

HTTP/3

Miscellaneous

HSTS

Security

Frequently asked questions

Axim Planning & Wealth is located in Clear Creek, Ohio, US.

You can reach Axim Planning & Wealth at +19372912060.

Axim Planning & Wealth generates an estimated annual revenue of $684,440. This revenue figure reflects the company's market position and business performance in its industry.

Axim Planning & Wealth has an estimated valuation of $2,200,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Axim Planning & Wealth has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Axim Planning & Wealth

Bret Loftis

Vice President - Northwest Market | Financial Advisor

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