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
243 Sw Scalehouse Loop, Suite 3b, Bend, OR 97702
https://twitter.com/axiomwealth
By the Numbers
  • Total Assets Under Management
    71
    MILLION
  • Total Number of Accounts
    323
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

ID, OR, TX

Financial Advisors at Axiom Wealth Strategies, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Neal Richards, financial advisor Bend OR
Neal A. Richards
CRD#: 5426580
243 Sw Scalehouse Loop, Suite 3b, Bend, OR 97702

Neal Richards (CRD# 5426580) is an Investment Advisor Representative working at Axiom Wealth Strategies, LLC in Bend, OR and has over 15 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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