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Michelle Marie Thetford

WEALTHTRUST AXIOM, LLC·WAYNE, Pennsylvania
SIE, Series 7, Series 24, Series 63, Series 99TOClean recordWEALTHTRUST AXIOM, LLC
550 E SWEDESFORD RD, WAYNE, PA 19087CRD# 2397727Firm CRD# 145186

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michelle Marie Thetford · WAYNE, PA
Registration
CRD #2397727 · WEALTHTRUST AXIOM, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

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

03

Firm Overview

Firm
WEALTHTRUST AXIOM, LLC
CRD 145186 · SEC 801-68405
AUM
$728M
Regulatory assets under management
Employees
5
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 Michelle Marie Thetford offer?
Michelle Marie Thetford specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in WAYNE, Pennsylvania for a consultation.
What are Michelle Marie Thetford's credentials?
Michelle Marie Thetford is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michelle Marie Thetford located?
Michelle Marie Thetford is based in WAYNE, Pennsylvania, working with WEALTHTRUST AXIOM, LLC. Their office serves clients in the WAYNE metropolitan area and surrounding communities.
How does Michelle Marie Thetford charge for services?
Michelle Marie Thetford'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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Other Advisors at WEALTHTRUST AXIOM, LLC

Robert William Loreaux
WAYNE, PA
Albert Chapel Matt
WAYNE, PA
Michael Campbell Heaberg
WAYNE, PA
Craig Alan Rose
WAYNE, PA
David Joseph Webster
WAYNE, PA

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