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AXIOM WEALTH STRATEGIES, LLC
CRD 313124 · SEC 801-132515
243 SW SCALEHOUSE LOOP, SUITE 5B, BEND, OR, 97702, United States
Phone
541-389-7777
Fax
541-508-5400
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$124.7M
Discretionary AUM
$124.7M
Team
3 total employees; 2 advisory reps; 5 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 203 | $52.6M |
| High net worth individuals | 69 | $69.8M |
| Charitable organizations | 6 | $807K |
| Corporations/business entities | 5 | $1.5M |
States served
ID, OR, WA, TX
All web addresses on file
Official SEC filing: View on IAPD