Overview
Assets Under Management: $290 million
Headquarters: EAST PROVIDENCE, RI
High-Net-Worth Clients: 56
Average Client Assets: $2 million
Frequently Asked Questions
AXIS WEALTH PARTNERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #167122), AXIS WEALTH PARTNERS, LLC is subject to fiduciary duty under federal law.
AXIS WEALTH PARTNERS, LLC is headquartered in EAST PROVIDENCE, RI.
AXIS WEALTH PARTNERS, LLC serves 56 high-net-worth clients according to their SEC filing dated March 31, 2025. View client details ↓
According to their SEC Form ADV, AXIS WEALTH PARTNERS, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
AXIS WEALTH PARTNERS, LLC manages $290 million in client assets according to their SEC filing dated March 31, 2025.
According to their SEC Form ADV, AXIS WEALTH PARTNERS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 56
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 32.69
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,585
Discretionary Accounts: 1,585
Regulatory Filings
CRD Number: 167122
Filing ID: 1963113
Last Filing Date: 2025-03-31 13:40:00
Website: https://axiswp.com