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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

AXIOM ADVISORY, LLC

CRD 131540

SAN DIEGO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:01b7514f-6bf7-291d-7db5-9f71d18facb1

Data as of Feb 27, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 5
On other graphs: 0
Observed: Jan 27, 2020 to Feb 27, 2024
11 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $224MItem 5.F on the latest filing (2024-02-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $224M
Private client RAUM: $224MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 3
Advisory employees: 2
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 771
Individual clients: 125
High net worth clients: 137
Custody, client assets: $36.0M
SEC number: 801-118127
CRD: 131540
Filings on the tape: 11
First filed: Jan 27, 2020
Latest filed: Feb 27, 2024
Organised: Limited Liability Company, California

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MICHAEL AND VENA SKOLNICK FAMILY TRUST	Owner	E	yes	05/2014	Jan 27, 2020	Feb 27, 2024
SKOLNICK, MICHAEL, PAUL	Owner	D	yes	01/2010	Jan 27, 2020	Feb 27, 2024
SKOLNICK, MICHAEL, PAUL	CHIEF COMPLIANCE OFFICER, PRESIDENT, AND MANAGING MEMBER	Na	yes	08/2014	Jan 27, 2020	Feb 27, 2024
Skolnick, Vena	Owner	D	yes	01/2010	Jan 27, 2020	Feb 27, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
REDWOOD CITY	CA	United States	0	no
SAN FRANCISCO	CA	United States	0	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2023	Feb 27, 2024	$224M	$224M	3	2	2	n/a	n/a
2022	Feb 6, 2023	$179M	$179M	2	2	2	n/a	n/a
2021	Feb 2, 2022	$205M	$205M	3	2	2	n/a	n/a
2020	Jan 28, 2021	$150M	$150M	3	2	1	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2023	$224M	$179M	25.3%	$150M	14.2%	3	2	2	2

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
AVIOR WEALTH MANAGEMENT, LLC	2	Dec 31, 2024	Oct 17, 2025	SAN DIEGO, CA	Team lift out	RIA to RIA	100.0%

Relationships

Controls (3)

← SKOLNICK, MICHAEL, PAULOwnerOWNER, ownership code D, individual
Jan 27, 2020 to presentfactForm ADV
← Skolnick, VenaOwnerOWNER, ownership code D, individual
Jan 27, 2020 to presentfactForm ADV
← MICHAEL AND VENA SKOLNICK FAMILY TRUSTOwnerOWNER, ownership code E, domestic entity
Jan 27, 2020 to presentfactForm ADV

Moved with (1)

→ AVIOR WEALTH MANAGEMENT, LLCRegistered adviser2 advisors, team lift out, same day
Dec 31, 2024 to Oct 17, 2025factForm ADV

Registered with (2)

← MICHAEL PAUL SKOLNICKAdvisorregistration: previous registration
Jan 20, 2010 to Dec 31, 2024factForm ADV
← Sali ShamounAdvisorregistration: previous registration
Nov 25, 2020 to Dec 31, 2024factForm ADV

Dated events

Occurred
Mar 6, 2025
Left the SEC roster
Axiom Advisory, Llc no longer on the SEC adviser roster (last listed 2025-02-03, RAUM $224.1M)
Form ADVobserved 4 days ago
$224M
Occurred
Dec 31, 2024
Team lift-out
2 advisors left Axiom Advisory, LLC (San Diego, CA) for Avior Wealth Management, LLC on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Dec 31, 2024
Advisor changed firm
Michael Paul Skolnick left Axiom Advisory, Llc for Avior Wealth Management, Llc (registered 2025-10-17)
Form ADVobserved 4 days ago
Occurred
Dec 31, 2024
Advisor changed firm
Sali Shamoun left Axiom Advisory, Llc for Avior Wealth Management, Llc (registered 2024-10-23)
Form ADVobserved 4 days ago
Occurred
Jan 27, 2020
First Form ADV filing
Axiom Advisory, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:01b7514f-6bf7-291d-7db5-9f71d18facb1
First observed: Jan 27, 2020
Last observed: Feb 27, 2024 31 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

AXIOM ADVISORY, LLC

CRD 131540

SAN DIEGO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:01b7514f-6bf7-291d-7db5-9f71d18facb1

Data as of Feb 27, 2024 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:52 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MICHAEL AND VENA SKOLNICK FAMILY TRUST

Owner

yes

05/2014

Jan 27, 2020

Feb 27, 2024

SKOLNICK, MICHAEL, PAUL

Owner

yes

01/2010

Jan 27, 2020

Feb 27, 2024

SKOLNICK, MICHAEL, PAUL

CHIEF COMPLIANCE OFFICER, PRESIDENT, AND MANAGING MEMBER

yes

08/2014

Jan 27, 2020

Feb 27, 2024

Skolnick, Vena

Owner

yes

01/2010

Jan 27, 2020

Feb 27, 2024

City

State

Country

Employees

Also broker-dealer

REDWOOD CITY

United States

SAN FRANCISCO

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2023

Feb 27, 2024

$224M

n/a

2022

Feb 6, 2023

$179M

n/a

2021

Feb 2, 2022

$205M

n/a

2020

Jan 28, 2021

$150M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2023

$224M

$179M

25.3%

$150M

14.2%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

AVIOR WEALTH MANAGEMENT, LLC

Dec 31, 2024

Oct 17, 2025

SAN DIEGO, CA

Team lift out

RIA to RIA

100.0%