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⚲
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| AXIA Wealth Management Inc
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|
|---|---|
| CRD # | 155890 |
| SEC # | 801-136859 |
| CIK # | |
| AUM | $148.0 M (2026-06-26) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 541-647-1500 |
| Address | 255 SW Bluff Drive, Suite 100 Bend, OR 97702 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 75 | 26.0 |
| (b) Individuals (high net worth individuals) | 77 | 110.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 11.0 |
| (h) Charitable organizations | 3 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 484 | 148.0 |
| By Discretionary | ||
| Discretionary | 453 | 132.4 |
| Non-Discretionary | 31 | 15.6 |
| Total | 484 | 148.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 148.0 | |
| Total | 484 | 148.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Arborfi Advisors LLC
✚
|
MI | 0.1 |
|
Prestige Wealth Management Inc
✚
|
TX | 0.1 |
|
Tax Efficient Asset Management Solution Inc
✚
|
CA | 0.1 |
|
Skyline Financial Northwest LLC
✚
|
OR | 0.1 |
|
Quorus Inc
✚
|
CT | 0.1 |
|
Stavis Wealth Transfer Solutions LLC
✚
|
TX | 0.1 |
|
Broadwing Capital Advisors Inc
✚
|
CA | 0.1 |
|
Paller Financial Services Inc
✚
|
CO | 0.1 |
|
GeoVest Advisors Inc
✚
|
NY | 0.1 |
|
Fairfax Global Investment Management LLC
✚
|
0.1 |