Axis Wealth Partners, LLC
● SEC registered since 2021CRD 167122SEC# 801-120324East Providence, RI
Reg. AUM
$377.4M
Employees
9
Accounts
1,686
Location
East Providence, RI
Axis Wealth Partners, LLC assets under management
Axis Wealth Partners, LLC operates as an SEC-registered investment adviser based in East Providence, RI. The firm has been registered since 2021. It reports $377.4 million in regulatory assets under management and employs 9 people.
Axis Wealth Partners, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Da Ponte Control | Managing Principal & Chief Compliance Officer | Over 75% | 2013 |
| Marcia Sousa Da Ponte | Chief Financial Officer | Under 5% | 2021 |
Frequently asked questions
How much does Axis Wealth Partners, LLC manage?
Axis Wealth Partners, LLC reports $377.4 million in regulatory assets under management on its Form ADV.
How many employees does Axis Wealth Partners, LLC have?
Axis Wealth Partners, LLC reports 9 employees.
Where is Axis Wealth Partners, LLC located?
Axis Wealth Partners, LLC is based in East Providence, RI and has been SEC-registered since 2021.
Does Axis Wealth Partners, LLC disclose fund performance?
Axis Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 400 Massasoit Avenue, Suite 112, East Providence, RI 02914 |
| Phone | 401-441-5111 |
| Fax | 800-867-5954 |
| Office hours | By Appointment Only |
| SEC region | Boston Regional Office (BRO) |
| CIK | 2052531 |
| Discloses disciplinary history | No |
Regulatory AUM
$377.4M▲ 30%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 56%
Larger than 44% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$377.4Mregulatory AUM
Discretionary $377.4M