AXIS WEALTH PARTNERS, LLC

RIASEC RegisteredEst. 2021
Total AUM
$377M
Discretionary
$377M
100% of AUM
Avg account
$224K
Accounts
1,686
Employees
9
Advisory reps
9

Firm details

Headquarters
EAST PROVIDENCE, Rhode Island
CRD number
167122
Registered since
February 12, 2021
Website
axiswp.com
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals54.19%
  • HNWI45.81%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Axis Wealth Partners, LLC is an independent, owner-operated registered investment adviser that positions itself as a capital allocator for individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, pension consulting and adviser selection services. Its billing options include percentage-of-AUM fees, hourly fees and fixed fees. Axis does not identify itself as an active ESG investor; it reports relationships with accountants and insurance companies and discloses roles as sponsor/GP or managing member of pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 78%, Exchange Traded Equities 11%, Cash & Cash Equivalents 4%, Other 3%, US Government Bonds 2%, Investment Grade Corp Bonds 2%78%
  • Public Funds/Mutual Funds78%
  • Exchange Traded Equities11%
  • Cash & Cash Equivalents4%
  • Other3%
  • US Government Bonds2%

Owners & executives

1 of 1
  • Marcia Da Ponte

    Chief Financial OfficerCRD 7472157

Contacts

3 of 8
  • EMANUEL PINHEIRO

    Investment Advisor RepresentativeCRD 5623110

  • MICHAEL LEONARDO

    Partner, Senior Financial AdvisorCRD 3236871

  • JOSHUA PACHECO

    Financial AdvisorCRD 5865407

Unlock 5 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 145

Active vs passive

$171M in ETFs

Passive

73%

$125M

Active

23%

$46.3M

ETFProviderStyleCategoryValueShares% of portfolio
FIDELITY TOTAL BOND ETF (FBND)FidelityActiveIntermediate Core Plus Bond$6.7M147,0753.93%

Location

Primary office

EAST PROVIDENCE, RI

PROVIDENCE

Location

EAST PROVIDENCE, RI

Headquartered in EAST PROVIDENCE, RI, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
PROVIDENCE
Address
400 Massasoit Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth