RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Rhode Island
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 31, 2025
Branch Offices
3

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
Da Ponte, Marcia, SousaICHIEF FINANCIAL OFFICERNA
Da Ponte, Marcia, SousaICHIEF FINANCIAL OFFICERNA
Da Ponte, Marcia, SousaICHIEF FINANCIAL OFFICERNA
Da Ponte, Marcia, SousaICHIEF FINANCIAL OFFICERNA
Da Ponte, Marcia, SousaICHIEF FINANCIAL OFFICERNA
Da Ponte, Marcia, SousaICHIEF FINANCIAL OFFICERNA
Da Ponte, Marcia, SousaICHIEF FINANCIAL OFFICERNA
Da Ponte, Marcia, SousaICHIEF FINANCIAL OFFICERNA
Da Ponte, Marcia, SousaICHIEF FINANCIAL OFFICERNA
DA PONTE, DANIELIMANAGING PRINCIPAL & CHIEF COMPLIANCE OFFICERE Control
DA PONTE, DANIELIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
DA PONTE, DANIELIMANAGING PRINCIPAL & CHIEF COMPLIANCE OFFICERE Control
DA PONTE, DANIELIMANAGING PRINCIPAL & CHIEF COMPLIANCE OFFICERE Control
DA PONTE, DANIELIMANAGING PRINCIPAL & CHIEF COMPLIANCE OFFICERE Control
DA PONTE, DANIELIMANAGING PRINCIPAL & CHIEF COMPLIANCE OFFICERE Control
DA PONTE, DANIELIMANAGING PRINCIPAL & CHIEF COMPLIANCE OFFICERE Control
DA PONTE, DANIELIMANAGING PRINCIPAL & CHIEF COMPLIANCE OFFICERE Control
DA PONTE, DANIELIMANAGING PRINCIPAL & CHIEF COMPLIANCE OFFICERE Control
DAPONTE, DANIELIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
DAPONTE, DANIELIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
DAPONTE, DANIELIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Mar 31, 2025 REGISTERED

Notice Filings (5)

CT FL MA NH RI

Address

400 MASSASOIT AVENUE
SUITE 112
EAST PROVIDENCE, RI 02914
United States
Phone: 401-441-5111