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Radix Wealth
Radix Wealth was established in Scottsdale, Arizona, in 2023 by Chief Investment Officer and Chief Compliance Officer Tim Boyle. The firm operates as a...
Radix Wealth
Radix Wealth was established in Scottsdale, Arizona, in 2023 by Chief Investment Officer and Chief Compliance Officer Tim Boyle. The firm operates as a privately owned registered investment adviser, serving individuals, high-net-worth families, and organizations. Boyle and Head of Operations Jenny Burke lead a practice that extends from its Arizona base into the Pacific Northwest, where many long-standing client relationships originated. The firm runs a unified-advice model spanning integrated financial planning, straightforward portfolio management, and coordinated tax and estate strategies. Asset management uses evidence-based research and tax-aware methods within a disciplined, plan-driven framework. Client assets are held at independent qualified custodians, specifically Fidelity-affiliated National Financial Services or Charles Schwab. Radix does not take custody of client funds. Its geographic posture concentrates on Arizona and the Pacific Northwest, with a particular practice competency serving the marine and boating community. The firm intentionally operates as a boutique, with Boyle serving as both investment and compliance lead. There are no disclosed adjacent vehicles, philanthropic foundations, or club memberships. Radix's service model emphasizes direct advisor continuity, multigenerational planning—often servicing parents, adult children, and grandchildren simultaneously—and active coordination with external CPAs and estate attorneys. No major organizational changes or new fund launches have been publicly reported since the firm's 2023 inception. Radix's structural differentiator is its posture as a privately owned, non-scaling wealth manager that explicitly rejects rapid standardization. The firm does not custody assets, which separates planning advice from product distribution. Succession and governance center on Boyle's dual CIO/CCO role, creating a conflict-aware compliance architecture that is atypical for firms of its size and generation.
General information
Firm type
RIA / Wealth Manager
Year founded
2023
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Scottsdale
Corporate office
Scottsdale, AZ, United States
Principals
Tim Boyle
Chief Investment Officer and Chief Compliance Officer
Jenny Burke
Head of Operations and Client Service
Sector focus
Frequently asked questions
Who runs investment decisions at Radix Wealth?
Tim Boyle, the firm's Founder, Chief Investment Officer, and Chief Compliance Officer, oversees portfolio construction, investment philosophy, and the compliance program. He is the named decision-maker for asset management. Jenny Burke manages operational and client-service functions but does not have an investment role.
Where are client assets held and does Radix take custody?
Client assets are held at independent qualified custodians, typically a Fidelity-affiliated broker-dealer (National Financial Services) or Charles Schwab. Radix Wealth explicitly states it does not take custody of client assets. The firm recommends a custodian based on individual client needs.
Does Radix Wealth operate as a family office?
No. Radix Wealth is a registered investment adviser structured as a privately owned wealth management firm, not a family office. It serves multiple clients—individuals, high-net-worth families, and organizations—rather than a single family, and its founding wealth origin is not publicly disclosed.
What investment strategy does Radix execute?
Radix runs a tax-aware, plan-driven portfolio management strategy built on established investment research. The firm avoids unnecessary complexity and ties every investment decision back to a client's broader financial plan, coordinating across retirement, tax, estate, and charitable priorities.
Does Radix maintain a specialized practice area?
Yes. The firm has a dedicated competency for the Pacific Northwest marine community, covering financial realities related to boating, boat ownership, and marine-related businesses. This includes liquidity planning for capital-intensive marine assets and long-term planning considerations tied to water-connected lifestyles or businesses.
How does Radix coordinate with a client's other professionals?
The firm routinely works alongside clients' CPAs, estate attorneys, and other trusted advisors to ensure coordinated implementation of financial, tax, and legacy plans. This coordination is part of its standard service model, not an ancillary offering.
Is Radix Wealth part of a larger financial institution?
No. The firm is privately owned and operated with no disclosed parent company, private-equity backing, or institutional affiliation. Its structure is designed to prioritize long-term client relationships without external pressure to scale or standardize advice.
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