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Building 2AXIOM WEALTH STRATEGIES, LLC

Map pinBEND, OR
Phone541-389-7777
NotebookSEC #801-132515
Total AUM
$124.7M
Employees
3
Clients
283

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
243 SW SCALEHOUSE LOOP
SUITE 5B
BEND
OR 97702
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
541-389-7777
Other Offices
1

ReceiptFinancials

Total AUM
$124.7M
Accounts
283
Discretionary
$124.7M
Accounts
283
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
203
AUM
$52.6M
HNW Individual Clients
69
AUM
$69.8M
Charitable Organization Clients
6
AUM
$806.9K
Corporation or Business Clients
5
AUM
$1.5M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
IDORTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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