CRD: 313124
Axiom Wealth Strategies, LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between March 24, 2025 and March 19, 2026, reported AUM increased 24.6%, from $100.1M to $124.7M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 288 clients, or 144 clients per representative. That equates to $433.1K in reported AUM per client.
The profile lists 1 reported office location and 5 years in operation. The source data was last updated on July 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Investment Vehicles
- Services
- Technology
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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
Showing 1 of 2 contacts
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
SMA allocation detail is available
Axiom Wealth Strategies, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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