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AXIS WEALTH PARTNERS, LLC
CRD 167122 · SEC 801-120324
400 MASSASOIT AVENUE, SUITE 112, EAST PROVIDENCE, RI, 02914, United States
Phone
401-441-5111
Fax
800-867-5954
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$377.4M
Discretionary AUM
$377.4M
Team
9 total employees; 6 advisory reps; 20 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 683 | $204.5M |
| High net worth individuals | 98 | $172.9M |
States served
MA, RI, NH, CT, FL
All web addresses on file
- https://www.linkedin.com/in/sean-p-durkin-b8308375/
- https://axiswp.com/
- http://www.axiswealthpartners.com/
- HTTPS://WWW.DANIELDAPONTE.COM
- https://www.linkedin.com/in/jane-mcauliffe-cdfa%C2%AE-38b9631b/
- https://www.facebook.com/axiswealthpartners
- HTTPS://WWW.FACEBOOK.COM/PACHECOINVEST/
- https://www.linkedin.com/in/danieldaponte
- https://www.linkedin.com/company/axiswealth/
- https://www.threads.net/@axiswealthllc
- https://www.instagram.com/axiswealthllc/
Official SEC filing: View on IAPD