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