CRD: 313124
Axiom Wealth Strategies, LLC
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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-22-2021
- Office Locations
- 1
Office Locations
About Axiom Wealth Strategies, LLC
Axiom Wealth Strategies, LLC is a Bend, OR RIA providing holistic financial and investment planning, retirement and estate planning, with in-house tax preparation for existing clients. The practice emphasizes tax-aware portfolio construction using public funds and ETFs, and publishes planning-focused content on tax and retirement topics. Custody available through Schwab and LPL.
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Owner & Executives
NEAL ALBERT RICHARDS
Chief Compliance Officer, Chief Executive Officer, Financial Advisor, FOUNDER, General Partner
- CRD
- #5426580
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Grant Michael Finter
Financial Advisor, General Partner
- CRD
- #7864958
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $124,726,210 | $440,729 |
| Non-Discretionary | $0 | -- |
| Total | $124,726,210 | $440,729 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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