Axiom Wealth Strategies, LLC
Axiom Wealth Strategies, LLC (CRD# 313124) is a financial advisory firm headquartered in Bend, OR. They manage $71,063,563 in 323 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management71MILLION
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Total Number of Accounts323ACCOUNTS
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Average Account Value$220,011
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Types of Clients
Registered States
![](/img/ws/firm-ria-sec-logo.png)
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
ID, OR, TX
Financial Advisors at Axiom Wealth Strategies, LLC
1
Neal Richards (CRD# 5426580) is an Investment Advisor Representative working at Axiom Wealth Strategies, LLC in Bend, OR and has over 16 years of experience in the finance industry.
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