Axia Wealth Management Inc

RIASEC & State Registered

Total AUM

$148M

Discretionary

$132M

89% of AUM

Avg account

$306K

Accounts

484

Employees

Advisory reps

Firm details

Headquarters: Bend, Oregon
CRD number: 155890
Registered since: August 6, 2026
Website: www.axiawealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI74.73%
Individuals17.54%
Pension & Profit Sharing Plans7.42%
Charitable Organizations0.17%
Corporations / Businesses0.14%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Axia Wealth Management Inc. is an independent, individually owned registered investment adviser that registered with the SEC in 2026. The firm serves both high-net-worth individuals and families as well as institutional clients. It operates as a capital allocator, selecting third-party managers when appropriate, and offers fee arrangements that include a percentage of AUM, hourly charges, and fixed fees. Core advisory services listed by the firm include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of sub‑advisers. The firm does not position itself as an active ESG investor.