AXIOM WEALTH STRATEGIES, LLC

CRD 313124File 801-132515

APPROVED

Retail clients

Custody

Filing as of Jul 17, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$124.7M

Bottom 25% of cohort (national)

Discretionary AUM

$124.7M

Clients

283

283 accounts

Employees

Bottom 25% of cohort in OR

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: Apr 23, 2025
Principal office: 243 SW SCALEHOUSE LOOP, SUITE 5B, BEND, OR, 97702
Phone: 541-389-7777
Website: https://x.com/AxiomWealth

Assets & accounts

ADV Item 5F

Total regulatory AUM: $124.7M
Discretionary AUM: $124.7M
Non-discretionary AUM: $0
Discretionary accounts: 283
Non-discretionary accounts: 0
Total accounts: 283
AUM per client: $441K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	5	$1.5M
Charitable organizations	6	$807K
High net worth individuals	69	$69.8M
Individuals (other than high net worth individuals)	203	$52.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.