AXIS WEALTH PARTNERS, LLC
Firm details
- Headquarters
- EAST PROVIDENCE, Rhode Island
- CRD number
- 167122
- Registered since
- February 12, 2021
- Website
- axiswp.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals54.19%
- HNWI45.81%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Axis Wealth Partners, LLC is an independent, owner-operated registered investment adviser that positions itself as a capital allocator for individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, pension consulting and adviser selection services. Its billing options include percentage-of-AUM fees, hourly fees and fixed fees. Axis does not identify itself as an active ESG investor; it reports relationships with accountants and insurance companies and discloses roles as sponsor/GP or managing member of pooled investment vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds78%
- Exchange Traded Equities11%
- Cash & Cash Equivalents4%
- Other3%
- US Government Bonds2%
Owners & executives
1 of 1Marcia Da Ponte
Chief Financial OfficerCRD 7472157
Contacts
3 of 8EMANUEL PINHEIRO
Investment Advisor RepresentativeCRD 5623110
MICHAEL LEONARDO
Partner, Senior Financial AdvisorCRD 3236871
JOSHUA PACHECO
Financial AdvisorCRD 5865407
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 145Active vs passive
$171M in ETFs
73%
$125M
23%
$46.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIDELITY TOTAL BOND ETF (FBND) | Fidelity | Active | Intermediate Core Plus Bond | $6.7M | 147,075 | 3.93% |
Location
EAST PROVIDENCE, RI
PROVIDENCE
Location
EAST PROVIDENCE, RI
Headquartered in EAST PROVIDENCE, RI, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- PROVIDENCE
- Address
- 400 Massasoit Ave
- Time zone
- ET (UTC-5)
- Office locations
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