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AXIA WEALTH MANAGEMENT INC
CRD 155890
255 SW BLUFF DRIVE, SUITE 100, BEND, OR, 97702, United States
Phone
(541) 647-1500
Fax
541-647-1390
Registration
— (—)
Source
State registered
Total AUM
$140.6M
Discretionary AUM
$125.6M
Team
4 total employees; 4 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 79 | $27.9M |
| High net worth individuals | 73 | $101.5M |
| Pension/profit sharing plans | 8 | $10.8M |
| Charitable organizations | 2 | $217K |
| Corporations/business entities | 1 | $192K |
All web addresses on file
Official SEC filing: View on IAPD