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AXIS WEALTH PARTNERS, LLC
SEC RegisteredEAST PROVIDENCE, RIhttps://axiswp.com401-441-5111
Assets Under Management
$100M–$500M
Employees
9
Office Locations
3 offices
Total Accounts
1686
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthCharitable OrganizationsState/Municipal
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 683 | $205M |
| High Net Worth Individuals | 98 | $173M |
20 total clients reported on Form ADV.
Leadership
Daniel Da Ponte
MANAGING PRINCIPAL & CHIEF COMPLIANCE OFFICER
Office locations
3 offices in 2 states
RI
EAST PROVIDENCEHQ
MA
WESTPORT
RI
EAST GREENWICH
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
CRD number
#167122
SEC Number
801-120324
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
axiswp.comPhone
401-441-5111Find an advisor that fits
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Editorial disclosure
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.