AXIA WEALTH MANAGEMENT INC

RIASEC Registered

Total AUM

$141M

Discretionary

$126M

89% of AUM

Avg account

$295K

Accounts

477

Employees

Advisory reps

Firm details

Headquarters: BEND, Oregon
CRD number: 155890
Website: www.axiawealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI72.23%
Individuals19.82%
Pension & Profit Sharing Plans7.66%
Charitable Organizations0.15%
Corporations / Businesses0.14%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Axia Wealth Management Inc. is an independent RIA that acts as a capital allocator for both individual/family and institutional clients. The firm combines financial planning with discretionary portfolio management for individuals and small businesses, and it offers pension consulting and the selection of other advisers when clients need access to external managers. Compensation is a mix of asset-based fees, hourly charges and fixed fees, which supports both ongoing advisory relationships and project-based engagements. Investment activity is tilted toward externally managed public funds as the core of portfolios, supplemented by targeted allocations to alternative real estate strategies. As a capital allocator, the firm leans on third-party mutual fund managers and external alternative managers rather than running a large proprietary investment platform. Axia’s stated preferences appear to prioritize diversified, liquid public fund exposure for core holdings while using real estate alternatives to add income, inflation protection and low-correlation return streams.