AXIS WEALTH PARTNERS, LLC

400 Massasoit Avenue
Suite 112
East Providence, Rhode Island 02914
Tel: 401-441-5111

About AXIS WEALTH PARTNERS, LLC

AXIS WEALTH PARTNERS, LLC, formally registered with the SEC as AXIS WEALTH PARTNERS, LLC. The firm was established in 02/12/2021. They have over 3 offices throughout the country.

AXIS WEALTH PARTNERS, LLC is a East Providence, Rhode Island based Financial Planning firm with nearly $242,084,505 assets under management, offering retirement planning & investment advisory services to 1479 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	167122
SEC#	801-120324
Assets Managed by Firm	$242,084,505
No. of Clients	1479
No. of Advisors	9

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1479	$242,084,505
Individuals (other than high net worth individuals)	600	$159,171,766
High net worth individuals	54	$82,912,739

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FIAM LLC 900 Salem Street Smithfield, RI, 02917	$219,221,467,379	605	168
PROVIDENCE EQUITY PARTNERS L.L.C. 50 Kennedy Plaza 18th Floor Providence, RI, 02903	$24,631,658,238	40	143
CITIZENS SECURITIES, INC. One Citizens Bank Way, Jcb135 Johnston, RI, 02043	$9,188,004,183	53044	418
NAUTIC PARTNERS, LLC 50 Kennedy Plaza, 17th Floor Providence, RI, 02903-2393	$7,825,588,486	19	70
PARSONS CAPITAL MANAGEMENT INC 40 Westminster Street Ste 400 Providence, RI, 02903	$1,879,594,055	1833	21

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