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| Keyboard |
| Axiom Wealth Strategies LLC
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|---|---|
| CRD # | 313124 |
| SEC # | 801-132515 |
| CIK # | |
| AUM | 124.7 M (2026-03-19) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 541-389-7777 |
| Address | 243 SW Scalehouse Loop Bend, OR 97702 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 203 | 52.6 |
| (b) Individuals (high net worth individuals) | 69 | 69.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 6 | 0.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 1.5 |
| (n) Other | 0 | 0.0 |
| Total | 283 | 124.7 |
| By Discretionary | ||
| Discretionary | 283 | 124.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 283 | 124.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 124.7 | |
| Total | 283 | 124.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 5 |
| Serves | Institutional, Retail, Research |
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|---|---|---|
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Bastion Fiduciary LLC
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125.2 M | |
|
Konza Global Advisory LLC
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|
Seedsafe Financial LLC
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|
44 North Capital LLC
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|
APO Financial Services LLC
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CO | 124.3 M |
|
Cardea Capital Advisors LLC
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FL | 124.2 M |
|
Peterson Financial Services LLC
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CO | 124.0 M |
|
Iowa Wealth Management LLC
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|
IA | 123.9 M |
|
Kucharo Wealth LLC
✚
|
NC | 123.7 M |
|
Candide Group LLC
✚
|
CA | 123.6 M |