AXIS WEALTH PARTNERS, LLC

EAST PROVIDENCE, Rhode Island·2 registered advisors·CRD# 167122
SEC# 801-1203242401-441-5111
01

Firm Overview

AUM
$242M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at AXIS WEALTH PARTNERS, LLC

2 registered advisors
Daniel Da Ponte
EAST PROVIDENCE, Rhode Island
Marcia Sousa Da Ponte
EAST PROVIDENCE, Rhode Island
05

Office Locations

EAST PROVIDENCE, Rhode Island
2 advisors

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Data sourced from SEC Form ADV filings. AXIS WEALTH PARTNERS, LLC (CRD# 167122) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.