Axia Wealth Management Inc.

Axia Wealth Management Inc. (CRD# 155890) is a financial advisory firm headquartered in Bend, OR. They manage $27,622,118 in 172 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    172
    ACCOUNTS
  • Average Account Value
    $160,594
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.

CA, OR, TX

Financial Advisors at Axia Wealth Management Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Chet J. Baxter
CRD#: 5928545
747 Sw Mill View Way, Bend, OR 97702
93
Wealthminder
score

Chet Baxter (CRD# 5928545) is an Investment Advisor Representative working at Axia Wealth Management Inc. in Bend, OR and has over 6 years of experience in the finance industry.

2
Richard N. Ambrose
CRD#: 6255154
747 Sw Mill View Way, Bend, OR 97702
90
Wealthminder
score

Richard Ambrose (CRD# 6255154) is an Investment Advisor Representative working at Axia Wealth Management Inc. in Bend, OR and has over 4 years of experience in the finance industry.

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