Axio Wealth Management, Inc.

State-registered Institutional / Pension Advisor · Boutique (under $100M) CRD 306982 · SEC file 801-117968 · West Columbia, SC · www.linkedin.com

☆ Save with Pro ADV data as of Feb 28, 2026

Regulatory AUM: $80.8M
Discretionary: $79.6M
Clients: 53
Avg AUM / client: $1.5M
Accounts: 62
Employees: 5

AUM over time

$0 $80.8M

Dec 18, 2019 Feb 28, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Feb 28, 2026

Who they serve

Client type	Clients	AUM	% of AUM
Pension and profit sharing plans	50	$78.6M	97.2%
State or municipal government entities	3	$2.2M	2.75%

People (4)

roster as of Jul 20, 2026

Name	Role / title	Credentials	With firm since	Ownership
Diehl, Susan, Diane	Vice President, Director		Dec 2019 (7y)	25% – 50%
Joe Harvey Giltner	President And Chief Compliance Officer	CFA	Dec 2019 (7y)	Less than 5%
Kepler, Yvonne, Vanderhoff	Vice President, Director		Dec 2019 (7y)	75% or more
Austin Scott Fulmer	Registered representative		Jul 2025 (1y)

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

Form	Period	Size
Form ADV (full filing)	02/28/2026	1.08 MB	View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

• Percentage of assets under management
• Other fees
• PERCENTAGE OF ADVISED ASSETS

Services

• Portfolio management for individuals/small businesses
• Portfolio management for businesses/institutional clients
• Pension consulting services

Custody

Reported custodians

Matrix Trust Company $80.5M (100% of AUM) Feb 2026

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports it does not have custody of client funds or securities (Item 9.A).

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 28, 2026.

View current Form ADV (SEC/IAPD) ↗