$73.4M Total AUM
$73.4M Disc. AUM
-- 3Y CAGR
2 Employees
86 ADV. Clients
2 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-27-2023
- Office Locations
- 1
Office Locations
16220 N Scottsdale RD Suite 300 Scottsdale AZ
About Radix Wealth
Radix Wealth is a registered investment advisor (AZ, AK, WA) offering comprehensive wealth management for families and business owners, pairing financial planning with ongoing investment management. Client portfolios are largely implemented with public funds and ETFs. The firm provides a client portal and supports Schwab and Fidelity custody.
Team overview
-- AVG AGE
$36.7M AVG AUM / ADVISOR
$854.0K AVG AUM / CLIENT
2.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
JENNIFER MARIE BURKE
Managing Member
- CRD
- #6341309
- Ownership
- 75% or more
Available
Available
Available
T
TIMOTHY RYAN BOYLE
Chief Compliance Officer, Chief Investment Officer, President
- CRD
- #4826178
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $73,444,382 | -- |
| Non-Discretionary | $0 | -- |
| Total | $73,444,382 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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