Axia Wealth Management Inc.

Axia Wealth Management Inc. (CRD# 155890) is a financial advisory firm headquartered in Bend, OR. They manage $850,000 in 12 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    12
    ACCOUNTS
  • Average Account Value
    $70,833
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OR

Financial Advisors at Axia Wealth Management Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Paul W. Svendsen
CRD#: 5869846
549 Sw Mill View Way, Ste 205, Bend, OR 97702
93
Wealthminder
score

Paul Svendsen (CRD# 5869846) is an Investment Advisor Representative working at Axia Wealth Management Inc. in Bend, OR and has over 8 years of experience in the finance industry.

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