Axiom Wealth Strategies, LLC

Overview

Axiom Wealth Strategies, LLC is an independent registered investment adviser operating as an LLC and owned by an individual principal. The firm serves both individual and family clients as well as institutional relationships, offering financial planning and portfolio management services oriented toward individuals and small businesses. Its advisory menu also includes pension consulting, educational seminars and workshops, and the owner’s background includes accounting services, which is reflected in the firm's business activities. The firm charges clients using a mix of percentage-of-AUM fees alongside hourly and fixed-fee arrangements, and it does not describe itself as an active ESG investor. Axiom does not function as a capital allocator to in-house external manager platforms; instead, it deploys client capital into conventional pooled vehicles and selected third-party alternative funds.

Assets & Accounts

Public Holdings

Investments & Alternatives