Axis Wealth Partners, LLC
Axis Wealth Partners, LLC is an SEC-registered mass-market adviser in East Providence, RI with $377.4M assets under management (AUM, regulatory AUM), +30% over one year. See who owns Axis Wealth Partners, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 167122, SEC 801-120324, data through 2026-03-26.
- AUM (assets under management / regulatory AUM)
- $377.4M (2026-03-26)
- Firm type
- Mass-Market Adviser
- Location
- East Providence, RI
- Employees
- 9
- Clients
- 781
- CRD
- 167122
- Ownership
- DA PONTE, DANIEL; Da Ponte, Marcia, Sousa; DAPONTE, DANIEL
How much AUM does Axis Wealth Partners, LLC have?
Axis Wealth Partners, LLC reported $377.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-26).
Who owns Axis Wealth Partners, LLC?
Disclosed owners and executives of Axis Wealth Partners, LLC include DA PONTE, DANIEL, Da Ponte, Marcia, Sousa, DAPONTE, DANIEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.