AXIS WEALTH PARTNERS, LLC
SEC RegisteredSolving Your Unique Needs
About the firm
Axis Wealth Partners is committed to providing compassionate, comprehensive guidance to individuals and families seeking to build and preserve their wealth. The firm is independently owned and operated, serving as a fee-based fiduciary utilizing an evidence-based approach to investing grounded in extensive data and academic research.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive financial planning, evidence-based investment management, fee-based fiduciary advisory services, retirement income strategies, and guidance navigating life transitions such as estate planning
Who they serve
Successful families, small business owners, and those going through major life transitions
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 683 | $205M |
| High Net Worth Individuals | 98 | $173M |
20 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
7 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $500,000 | 1.50% |
| Second $500,000 | 1.25% |
| Above $1,000,000 | 1.00% |
| Above $5,000,000 | 0.75% |
Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. AXIS WEALTH PARTNERS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.