Overview
Assets Under Management: $125 million
Headquarters: BEND, OR
High-Net-Worth Clients: 69
Average Client Assets: $1.0 million
Frequently Asked Questions
AXIOM WEALTH STRATEGIES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #313124), AXIOM WEALTH STRATEGIES, LLC is subject to fiduciary duty under federal law.
AXIOM WEALTH STRATEGIES, LLC is headquartered in BEND, OR.
AXIOM WEALTH STRATEGIES, LLC serves 69 high-net-worth clients according to their SEC filing dated March 19, 2026. View client details ↓
According to their SEC Form ADV, AXIOM WEALTH STRATEGIES, LLC offers financial planning, portfolio management for individuals, pension consulting services, and educational seminars and workshops. View all service details ↓
AXIOM WEALTH STRATEGIES, LLC manages $125 million in client assets according to their SEC filing dated March 19, 2026.
According to their SEC Form ADV, AXIOM WEALTH STRATEGIES, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 69
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 55.96%
Average Client Assets: $1.0 million
Total Client Accounts: 283
Discretionary Accounts: 283
Regulatory Filings
CRD Number: 313124
Filing ID: 2056185
Last Filing Date: 2026-03-19 10:44:40