Unclaimed Profile

Craig Alan Rose

WEALTHTRUST AXIOM, LLC·WAYNE, Pennsylvania

SIE, Series 7, Series 9, Series 52, Series 63, Series 66Clean record22 years registeredWEALTHTRUST AXIOM, LLC

550 E SWEDESFORD RD, WAYNE, PA 19087CRD# 2801975Firm CRD# 145186

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Craig Alan Rose · WAYNE, PA

Registration

CRD #2801975 · WEALTHTRUST AXIOM, LLC · 22 years registered

Brand Profile

Not yet started

Career History

AXIOM ASSET MANAGEMENT

Dec 2007 – present

AXIOM ASSET MANAGEMENT, LLC

Feb 2004 – Dec 2007

RADNOR, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 52

Series 63

Series 66

Registration record

First registered · February 19, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WEALTHTRUST AXIOM, LLC

CRD 145186 · SEC 801-68405

AUM

$728M

Regulatory assets under management

Employees

612 client accounts

Services offered by WEALTHTRUST AXIOM, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WEALTHTRUST AXIOM, LLC →

Introduction

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Frequently Asked Questions

What services does Craig Alan Rose offer?

Craig Alan Rose specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in WAYNE, Pennsylvania for a consultation.

What are Craig Alan Rose's credentials?

Craig Alan Rose is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Craig Alan Rose located?

Craig Alan Rose is based in WAYNE, Pennsylvania, working with WEALTHTRUST AXIOM, LLC. Their office serves clients in the WAYNE metropolitan area and surrounding communities.

How does Craig Alan Rose charge for services?

Craig Alan Rose's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WEALTHTRUST AXIOM, LLC?

WEALTHTRUST AXIOM, LLC has approximately 5 employees and manages $728M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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