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Radix Wealth

Headquartered in SCOTTSDALE, AZ

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Firm Information

Radix Wealth is an investment advisory firm located in [Location not provided]. The firm, with 2 licensed agents, manages over $61 million in assets for 234 clients. Radix Wealth specializes in financial planning, pension consulting, selection of other advisors, and portfolio management for individuals. The firm's client base consists primarily of high-net-worth individuals and individuals other than high-net-worth. Radix Wealth serves charitable organizations, high-net-worth individuals, and individuals other than high-net-worth.

Radix Wealth

$61.98M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

RADIX WEALTH has a total of 1 branch locations across the country.
location

SCOTTSDALE, AZ

Advisors at Radix Wealth

View All 3 Advisors
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Jennifer Marie Burke

RA

SCOTTSDALE, AZ

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Danielle Kvesic

RA

SCOTTSDALE, AZ

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Unclaimed
Timothy Ryan Boyle

RA

SCOTTSDALE, AZ

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Disclosures

There are no public disclosures for Radix Wealth.

Frequently Asked Questions (6)

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