Axos Invest, Inc

Overview

Axos Invest, Inc is an SEC registered investment adviser based in Las Vegas, NV, registered since 2014. It reports $151M in assets under management across 6,794 accounts, with 13 employees. It has 14 investment adviser representatives.

Reported AUM

$151M

Discretionary

100%

Accounts

6,794

Average account

$22.2K

Employees

13

Advisory reps

14

Registered since

2014

Jurisdictions

51

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business

Client types

• Individuals

Fee structure

Fixed Fees and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 3

• Tracy Lyn Gallman Managing Director, Chief Investment Officer CRD 2814720
• Derek Michael Tschudin Chief Compliance Officer CRD 4684900
• Derrick Walsh Chief Financial Officer CRD 5945902

Advisory reps 3 of 14

• Cody Evan Heilpern Bostian Registered Rep · Investment Adviser Rep CRD 8215321
• Hunter James Bremer Registered Rep · Investment Adviser Rep CRD 6724990
• Brandy Nicole Dyer Morris Registered Rep · Investment Adviser Rep CRD 6419064

11 more advisory reps, with emails, phones and branch locations

Location

Headquarters

9205 W Russell Rd Ste 400
Las Vegas, NV 89148

County

Clark

Metro area

Las Vegas-Henderson-Paradise, NV

Region

West

Registrations

• SEC registered
• Registered in 51 jurisdictions
• Website: pinterest.com/wisebanyan

Every state, with registration dates

Similar firms near Las Vegas

• Keystate Advisory, LLCLas Vegas, NV$16.6B AUM
• Simplify Asset Management Inc.Las Vegas, NV$14.1B AUM
• The Ameriflex GroupLas Vegas, NV$9.7B AUM
• The Wealth Consulting GroupLas Vegas, NV$6.3B AUM
• The Investment Counsel CompanyLas Vegas, NV$2.2B AUM