Radix Wealth

Overview

Radix Wealth is an independent, individual-owned registered investment adviser that serves individual and family clients on a fee‑based, percentage of assets under management model. The firm provides financial planning, portfolio management for individuals and small businesses, pension consulting and selection of other advisers. Radix Wealth identifies itself as a capital allocator and uses third‑party managers to gain exposure to nontraditional asset classes. The firm is not an active ESG investor and reports an industry affiliation with an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives