Wealth Manager
    SEC Registered
    Manages Private Funds

    Axis Wealth Partners, LLC

    Registered investment advisor · East Providence, Rhode Island · CRD #167122

    Assets Under Management
    $377M
    Client Accounts
    1,686
    Employees
    9
    CRD Number
    167122
    Registration
    SEC Registered
    Custodian
    Fidelity Brokerage Services Llc, Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Axis Wealth Partners, LLC

    Axis Wealth Partners, LLC is a SEC-registered investment advisory firm headquartered in East Providence, Rhode Island, managing approximately $377M in regulatory assets across 1,686 client accounts. The firm's full regulatory record is filed with the SEC under CRD #167122.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Axis Wealth Partners, LLC's AUM?

    Axis Wealth Partners, LLC reports approximately $377M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Axis Wealth Partners, LLC headquartered?

    Axis Wealth Partners, LLC is headquartered in East Providence, Rhode Island.

    What is Axis Wealth Partners, LLC's CRD number?

    Axis Wealth Partners, LLC's CRD number is 167122. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Axis Wealth Partners, LLC manage?

    Axis Wealth Partners, LLC manages approximately 1,686 client accounts according to its latest SEC filing.

    Is Axis Wealth Partners, LLC SEC registered?

    Yes, Axis Wealth Partners, LLC is registered with the SEC as an investment adviser with an approved registration status.

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