AXIOM WEALTH STRATEGIES, LLC

Overview

Axiom Wealth Strategies, LLC is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm serves both individual and family clients as well as institutional relationships, and provides a mix of financial planning, portfolio management for individuals and small businesses, pension consulting support and educational seminars. Axiom charges clients via a blend of percentage-of-AUM fees, hourly fees and fixed fees, and also lists accounting among its business activities. Investment activity centers on pooled public funds and mutual funds as the primary vehicle for client exposure, rather than running proprietary pooled vehicles. The firm is not characterized as a capital allocator; instead it uses third-party managers for alternative allocations (notably real estate, commodities and oil & gas). Axiom does not describe itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices