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Axis Wealth Partners, LLC

● SEC registered since 2021CRD 167122SEC# 801-120324East Providence, RI
Export (members)
Reg. AUM
$289.7M
Employees
9
Accounts
1,585
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 $289.7 million in regulatory assets under management and employs 9 people.
axiswp.comView on SEC.gov ↗

Axis Wealth Partners, LLC owners & executives

2 reported
NameTitleOwnershipSince
Daniel Da Ponte ControlManaging Principal & Chief Compliance OfficerOver 75%2013
Marcia Sousa Da PonteChief Financial OfficerUnder 5%2021

Frequently asked questions

How much does Axis Wealth Partners, LLC manage?

Axis Wealth Partners, LLC reports $289.7 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

Address400 Massasoit Avenue, Suite 112, East Providence, RI 02914
Phone401-441-5111
Fax800-867-5954
Office hoursBy Appointment Only
SEC regionBoston Regional Office (BRO)
CIK2052531
Discloses disciplinary historyNo

Assets under management

Discretionary$289.7M
Non-discretionary$0
Total (RAUM)$289.7M