AXIS WEALTH PARTNERS, LLC
CRD #167122 SEC #801-120324 EAST PROVIDENCE, RI 401-441-5111
SEC Registered
Total AUM
$289.7M
Discretionary
$289.7M
Employees
9
Clients
101
Accounts
1,585
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $289.7M | $289.7M | $0 | 9 | 10 |
| Feb 2024 | $242.1M | $241M | $1.1M | 9 | 5 |
| Sep 2023 | $172.7M | $171.6M | $1.1M | 10 | 15 |
| Sep 2023 | $172.7M | $171.6M | $1.1M | 10 | 15 |
| Mar 2023 | $172.7M | $171.6M | $1.1M | 10 | 15 |
| Oct 2022 | $178.4M | $177.3M | $1.1M | 9 | 10 |
| Mar 2022 | $178.4M | $177.3M | $1.1M | 9 | 10 |
| Mar 2022 | $178.4M | $177.3M | $1.1M | 9 | 10 |
| Jan 2022 | $122.9M | $122M | $900K | 9 | 11 |
| Jun 2021 | $122.9M | $122M | $900K | 6 | 11 |
| Mar 2021 | $122.9M | $122M | $900K | 6 | 11 |
| Jan 2021 | $122.9M | $122M | $900K | 6 | 11 |
DateMar 2025
Total AUM$289.7M
Discretionary$289.7M
Non-Disc.$0
Employees9
Clients10
DateFeb 2024
Total AUM$242.1M
Discretionary$241M
Non-Disc.$1.1M
Employees9
Clients5
DateSep 2023
Total AUM$172.7M
Discretionary$171.6M
Non-Disc.$1.1M
Employees10
Clients15
DateSep 2023
Total AUM$172.7M
Discretionary$171.6M
Non-Disc.$1.1M
Employees10
Clients15
DateMar 2023
Total AUM$172.7M
Discretionary$171.6M
Non-Disc.$1.1M
Employees10
Clients15
DateOct 2022
Total AUM$178.4M
Discretionary$177.3M
Non-Disc.$1.1M
Employees9
Clients10
DateMar 2022
Total AUM$178.4M
Discretionary$177.3M
Non-Disc.$1.1M
Employees9
Clients10
DateMar 2022
Total AUM$178.4M
Discretionary$177.3M
Non-Disc.$1.1M
Employees9
Clients10
DateJan 2022
Total AUM$122.9M
Discretionary$122M
Non-Disc.$900K
Employees9
Clients11
DateJun 2021
Total AUM$122.9M
Discretionary$122M
Non-Disc.$900K
Employees6
Clients11
DateMar 2021
Total AUM$122.9M
Discretionary$122M
Non-Disc.$900K
Employees6
Clients11
DateJan 2021
Total AUM$122.9M
Discretionary$122M
Non-Disc.$900K
Employees6
Clients11