Axia Wealth Management Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Bend, OR. Its latest Form ADV filing, dated July 14, 2026, reports $148M in regulatory assets under management, 3 employees, 1 office, and 484 accounts.
Assets Under Management
$148M
Employees
3
Offices
1 office
Total Clients
163
Primary office
BEND, OR
255 SW BLUFF DRIVE, SUITE 100, BEND, OR, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked Sep 12, 2026
Client Coverage Demographics
Top client segmentHNWI represent 47.2% of total clients.
Top client categories% of clientsClients
1
HNWI
47.2%
77
2
Individuals
46.0%
75
3
Pension Plans
4.3%
7
4
Charitable
1.8%
3
5
Corporations
0.6%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$148Mas of July 14, 2026
Discretionary89.4%
$132M
89% of total RAUM89.4%
Non-discretionary10.6%
$16M
11% of total RAUM10.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$148M
Total Accounts484
10Y AUM Change$0 (0.0%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee54:1
10Y Employee Change0 (0.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.