AXIOM WEALTH STRATEGIES, LLC
C45
CRD 313124·SEC 801-132515·BEND, OR
AUM
$124.7M
$100M-$500M
Est. Revenue
$1.2M
@ 1% on AUM
Est. EBITDA
$374K
@ 30% margin
Est. Deal Value
$3.0M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
Client mix
| Individuals Other | 203 |
| Individuals High Net Worth | 69 |
| Charitable Organizations | 6 |
| Corporations | 5 |
Operations
Advisory staff (5-yr trend)
'25 · 3 advisors
'26 · 2 advisors
'25'26
3 advisors → 2 advisors▼ -33%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPension consultingEducational Seminars Workshops
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (9)
Everything else we've pulled for this record, not yet curated into a section.