RADIX WEALTH

Overview

Radix Wealth is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on advising individual and family clients through a percentage-of-AUM fee model and acts as a capital allocator, meaning it builds portfolios by selecting and allocating to external managers and product providers. Core advisory services cited include financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. Radix Wealth does not identify as an active ESG investor and is not flagged as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives