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Axiom Wealth Strategies, LLC

● SEC registered since 2025CRD 313124SEC# 801-132515Bend, OR
Export (members)
Reg. AUM
$100.1M
Employees
5
Accounts
375
Location
Bend, OR

Axiom Wealth Strategies, LLC assets under management

Axiom Wealth Strategies, LLC is an SEC-registered investment adviser based in Bend, OR. The firm has been registered since 2025. It reports $100.1 million in regulatory assets under management and employs 5 people.
x.com/axiomwealthView on SEC.gov ↗

Axiom Wealth Strategies, LLC owners & executives

1 reported
NameTitleOwnershipSince
Neal Albert Richards ControlFounder, Chief Executive Officer, Chief Compliance OfficerOver 75%2021

Frequently asked questions

How much does Axiom Wealth Strategies, LLC manage?

Axiom Wealth Strategies, LLC reports $100.1 million in regulatory assets under management on its Form ADV.

How many employees does Axiom Wealth Strategies, LLC have?

Axiom Wealth Strategies, LLC reports 5 employees.

Where is Axiom Wealth Strategies, LLC located?

Axiom Wealth Strategies, LLC is based in Bend, OR and has been SEC-registered since 2025.

Does Axiom Wealth Strategies, LLC disclose fund performance?

Axiom Wealth Strategies, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address243 SW Scalehouse Loop, Suite 5b, Bend, OR 97702
Phone541-389-7777
Fax541-508-5400
Office hours9 a.m. To 5 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$100.1M
Non-discretionary$0
Total (RAUM)$100.1M