Radix Wealth

Overview

Radix Wealth is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients on a percentage-of-AUM fee model and acts as a capital allocator, meaning it places client assets with third-party managers in addition to managing portfolios directly. Its listed advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Radix Wealth is not described as an active ESG investor and is not identified as a multi-state adviser. The firm also reports an affiliation with an insurance company.

Assets & Accounts

Investments & Alternatives