Axia Wealth Management Inc.

Axia Wealth Management Inc. (CRD# 155890) is a financial advisory firm headquartered in Bend, OR. They manage $85,957,919 in 408 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
255 Sw Bluff Drive, Suite 100, Bend, OR 97702
http://www.axiawealth.com
By the Numbers
  • Total Assets Under Management
    86
    MILLION
  • Total Number of Accounts
    408
    ACCOUNTS
  • Average Account Value
    $210,681
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, OR, TX, WA

Financial Advisors at Axia Wealth Management Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Richard Ambrose, financial advisor Bend OR
Richard N. Ambrose
CRD#: 6255154
255 Sw Bluff Drive, Suite 100, Bend, OR 97702

Richard Ambrose (CRD# 6255154) is an Investment Advisor Representative working at Axia Wealth Management Inc. in Bend, OR and has over 10 years of experience in the finance industry.

2
Chet Baxter, financial advisor Bend OR
Chet J. Baxter
CRD#: 5928545
255 Sw Bluff Drive, Suite 100, Bend, OR 97702

Chet Baxter (CRD# 5928545) is an Investment Advisor Representative working at Axia Wealth Management Inc. in Bend, OR and has over 12 years of experience in the finance industry.

3
Isabella Ramon, financial advisor Houston TX
Isabella C. Ramon
CRD#: 7128349
Houston, TX

Isabella Ramon (CRD# 7128349) is an Investment Advisor Representative working at Axia Wealth Management Inc. in Houston, TX and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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