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| Axis Wealth Partners LLC
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|---|---|
| CRD # | 167122 |
| SEC # | 801-120324 |
| CIK # | 0002052531 |
| AUM | 377.4 M (2026-03-26) |
| Employees | 9 (67% Investors, 11% Brokers) |
| Phone | 401-441-5111 |
| Address | 400 Massasoit Avenue East Providence, RI 02914 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 3.9 | ||
| Slide Insurance Holdings Inc | 3.7 | ||
| Amazon Com Inc | 1.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 683 | 204.5 |
| (b) Individuals (high net worth individuals) | 98 | 172.9 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,686 | 377.4 |
| By Discretionary | ||
| Discretionary | 1,686 | 377.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,686 | 377.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 377.1 | |
| Total | 1,686 | 377.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002052531] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 20 (1 non-US) |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Freedom Financial Partners LLC
✚
|
MN | 377.9 M |
|
Financial Advisory Partners LLC
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|
FL | 377.8 M |
|
Ashworth Wealth LLC
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|
UT | 377.8 M |
|
Pinvest LLC
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|
FL | 377.5 M |
|
Family Legacy Inc
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|
SC | 377.3 M |
|
New River Financial Group LLC
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|
VA | 377.1 M |
|
JPS Financial LLC
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|
OH | 377.0 M |
|
NorthStar Advisory Group LLC
✚
|
NJ | 377.0 M |
|
Advisor Share Wealth Management LLC
✚
|
WA | 376.9 M |
|
Kleinfelder Capital Inc
✚
|
OH | 376.6 M |