RIA Intel›Advisers›Arizona›RADIX WEALTH LLC

RADIX WEALTH LLC

Advisory

SCOTTSDALE, AZ

Data as of Jul 27, 2026 · Source: SEC Form ADV

Rank in AZ
#323
of 387 advisers by AUM
Average account
$282K
across 260 accounts
AUM per adviser
$37M
2 advisers

Source: SEC Form ADV. Figures as filed Jul 27, 2026.

Total AUM
$73M
Discretionary %
100%
Clients
86
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$73M
Discretionary AUM$73M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients86
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InAK, AZ, TX, WA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in AZ

Closest by assets under management. All figures from Form ADV.

FERGUSON INVESTMENT SERVICES PLLC
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$75M
-8.3% 1Y
VORA WEALTH MANAGEMENT, PLLC
FLAGSTAFF, AZ
$75M
0.0% 1Y
CALISI WEALTH MANAGEMENT LLC
TEMPE, AZ
$75M
THE TABLE FINANCIAL PLANNING LLC
$75M
LINCOLN BLYNKEN & NODD INC
CAVE CREEK, AZ
$75M
MONTOYA WEALTH MANAGEMENT GROUP LLC
PRESCOTT, AZ
$72M

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