Axiom Wealth Strategies, LLC
● SEC registered since 2025CRD 313124SEC# 801-132515Bend, OR
Reg. AUM
$124.7M
Employees
3
Accounts
283
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 $124.7 million in regulatory assets under management and employs 3 people.
Axiom Wealth Strategies, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Neal Albert Richards Control | Founder, Chief Executive Officer, Chief Compliance Officer | Over 75% | 2021 |
Frequently asked questions
How much does Axiom Wealth Strategies, LLC manage?
Axiom Wealth Strategies, LLC reports $124.7 million in regulatory assets under management on its Form ADV.
How many employees does Axiom Wealth Strategies, LLC have?
Axiom Wealth Strategies, LLC reports 3 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
| Address | 243 SW Scalehouse Loop, Suite 5b, Bend, OR 97702 |
| Phone | 541-389-7777 |
| Fax | 541-508-5400 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$124.7M▲ 25%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 88%
Larger than 12% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$124.7Mregulatory AUM
Discretionary $124.7M