# AXIOM WEALTH STRATEGIES, LLC

AXIOM WEALTH STRATEGIES, LLC of BEND, OR is an SEC-registered investment adviser.

## Registration

- CRD: 313124
- Type: SEC-registered investment adviser
- SEC file number: 801-132515
- 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)

| Name | Role | Location |
| --- | --- | --- |
| Neal Albert Richards | FOUNDER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/313124/brochure
- Similar advisers: https://search.stillhousedata.com/firm/313124/similar
- Related entities: https://search.stillhousedata.com/firm/313124/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/313124

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.