Axia Wealth Management Inc

Overview

Axia Wealth Management Inc. is an independent, privately owned registered investment adviser operating as a corporation. The firm serves both individual and family clients as well as institutional relationships and positions itself as a capital allocator — meaning it sources and places client capital with external managers in addition to managing portfolios directly. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of third‑party advisers. Compensation is a mix of percentage-of-assets, hourly fees and fixed fees. The firm’s regulatory snapshot indicates it does not identify as an active ESG investor and is not listed as a multi‑state adviser in the summary data provided.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices