# Radix Wealth

> Radix Wealth is a state-registered investment advisory firm in Scottsdale, AZ, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated July 27, 2026.

- CRD: 328329
- Filed as: RADIX WEALTH
- Legal name: Radix Wealth LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Scottsdale, AZ
- Filing period: October 2026
- Form ADV filing dated: July 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/328329
- AdvisorCensus page: https://advisorcensus.com/firm/radix-wealth-scottsdale-az-328329

## Quick answers

**How is Radix Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Radix Wealth reports these compensation arrangements: a percentage of assets under its management.

**Where is Radix Wealth located?**
Radix Wealth's principal office is in Scottsdale, AZ, according to its Form ADV.

**Is Radix Wealth registered with the SEC or a state?**
Radix Wealth is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 328329.

**How much does Radix Wealth manage?**
Radix Wealth reports $73,444,382 in regulatory assets under management in its Form ADV filing dated July 27, 2026 (100% discretionary).

**What types of clients does Radix Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (47); high net worth individuals (39).

**Does Radix Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/328329

**What changed in Radix Wealth's recent Form ADV filings?**
In the October 2026 filing data: Registered or notice-filed in CA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $73,444,382
- Discretionary: $73,444,382
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 47 | $14,702,697 |
| High net worth individuals | 39 | $57,729,486 |
| Charitable organizations | Fewer than 5 | $1,012,199 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2023 (2 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AZ, CA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- radixwealth.com

## Changes in the filing (last 12 months)

### October 2026
- Registered or notice-filed in CA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Radix Wealth (CRD 328329): Form ADV filing data as of October 2026.