Axis Wealth Partners, LLC
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
FINTRXOverview
Axis Wealth Partners, LLC is an independent registered investment adviser that operates as a limited liability company and focuses on individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses, offers pension consulting services, and serves as a selector of other advisers and managers. It acts as a capital allocator and charges clients through a mix of asset-based fees, hourly billing, and fixed fees. Axis reports that it does not position itself as an ESG-focused investor. Axis maintains industry relationships with accountants and an insurance company and is listed as a sponsor/GP or managing member of pooled investment vehicles, indicating a role beyond purely advisory services.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- 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 7Emanuel Pinheiro
Investment Advisor RepresentativeCRD 5623110
Michael Leonardo
Partner, Senior Financial AdvisorCRD 3236871
Jane Mcauliffe
Partner, Senior Financial AdvisorCRD 3031341
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 154Active vs passive
$188M in ETFs
72%
$136M
24%
$52.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIDELITY TOTAL BOND ETF (FBND) | Fidelity | Active | Intermediate Core Plus Bond | $7.2M | 157,655 | 3.81% |
Location
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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