Axia Wealth Management Inc
CRD 155890SEC# 801-136859Bend, OR
No longer SEC-registered. Axia Wealth Management Inc appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$148M
Employees
3
Accounts
484
Location
Bend, OR
Axia Wealth Management Inc assets under management
Axia Wealth Management Inc operates as an SEC-registered investment adviser based in Bend, OR. It reports $148 million in regulatory assets under management and employs 3 people.
Axia Wealth Management Inc owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Chet Jay Baxter Control | President And Secretary | 50-75% | 2017 |
| Richard Nelson Ambrose Control | Chief Compliance Officer, Chief Executive Officer | 50-75% | 2017 |
Frequently asked questions
How much does Axia Wealth Management Inc manage?
Axia Wealth Management Inc reports $148 million in regulatory assets under management on its Form ADV.
How many employees does Axia Wealth Management Inc have?
Axia Wealth Management Inc reports 3 employees.
Where is Axia Wealth Management Inc located?
Axia Wealth Management Inc is based in Bend, OR.
Does Axia Wealth Management Inc disclose fund performance?
Axia Wealth Management Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 255 SW Bluff Drive, Suite 100, Bend, OR 97702 |
| Office hours | 9a.m.-5p.m. |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$148Mregulatory AUM
Discretionary $132.4MNon-discretionary $15.6M