EAST PROVIDENCE, RICRD 167122Latest ADV March 26, 2026
Axis Wealth Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in East Providence, RI. Its latest Form ADV filing, dated March 26, 2026, reports $377M in regulatory assets under management, 9 employees, 3 offices, and 1,686 accounts.
Assets Under Management
$377M
Employees
9
Offices
3 offices
Total Clients
781
Primary office
EAST PROVIDENCE, RI
400 MASSASOIT AVENUE, SUITE 112, EAST PROVIDENCE, RI, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 87.5% of total clients.
Top client categories% of clientsClients
1
Individuals
87.5%
683
2
HNWI
12.5%
98
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$377Mas of March 26, 2026
Discretionary100.0%
$377M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$377M
Total Accounts1,686
10Y AUM Change+$254M (+207.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee87:1
10Y Employee Change+3 (+50.0%)
* 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.