Axiom Wealth Strategies, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bend, OR. Its latest Form ADV filing, dated March 19, 2026, reports $125M in regulatory assets under management, 3 employees, 1 office, and 283 accounts.
Assets Under Management
$125M
Employees
3
Offices
1 office
Total Clients
283
Primary office
BEND, OR
243 SW SCALEHOUSE LOOP, SUITE 5B, BEND, OR, United States
Top client segmentIndividuals represent 71.7% of total clients.
Top client categories% of clientsClients
1
Individuals
71.7%
203
2
HNWI
24.4%
69
3
Charitable
2.1%
6
4
Corporations
1.8%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$125Mas of March 19, 2026
Discretionary100.0%
$125M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$125M
Total Accounts283
10Y AUM Change+$25M (+24.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee94:1
10Y Employee Change-2 (-40.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.