AXIOM WEALTH STRATEGIES, LLC

AXIOM WEALTH STRATEGIES, LLC of BEND, OR is an SEC-registered investment adviser (CRD 313124). Regulatory assets under management: $124.7M.

Registration

• CRD: 313124
• SEC file number: 801-132515
• Type: Registered investment adviser
• Location: 243 SW SCALEHOUSE LOOP, SUITE 5B, BEND, OR, 97702
• Phone: 541-389-7777
• Latest filing: 2026-07-17
• Regulatory AUM: $124.7M
• Discretionary AUM: $124.7M
• Clients: 3
• Accounts: 283

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 313124 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search