Craig Alan Rose
Investment adviser representative at Axiom Asset Management
23 yearsExperience
2 statesRegistered in
$899.6MFirm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
23 years in the industry.
- Wealthtrust AxiomNov 2007 to now
- Axiom Asset Management, LLCNov 2003 to now
- Purshe Kaplan Sterling InvestmentsJun 2003 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Axiom Asset Management
Legal name: Wealthtrust Axiom, LLC
$899.6MAssets managed
589Clients
4Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2801975
- Firm CRD
- 145186