Axis Wealth Partners, LLC

Axis Wealth Partners, LLC (CRD# 167122) is a financial advisory firm headquartered in East Providence, RI. They manage $242,084,505 in 1,479 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    242
    MILLION
  • Total Number of Accounts
    1,479
    ACCOUNTS
  • Average Account Value
    $163,681
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
  • Pension consulting services
  • 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.

CT, FL, MA, NH, RI

Financial Advisors at Axis Wealth Partners, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Daniel Da Ponte
CRD#: 4351051
400 Massasoit Avenue, Suite 112, East Providence, RI 02914

Daniel Daponte (CRD# 4351051) is an Investment Advisor Representative and Founder, President + CCO at Axis Advisors, LLC in East Providence, RI and has over 17 years of experience in the finance industry.

2
Sean P. Durkin
CRD#: 4284662
400 Massasoit Avenue, Suite 112, East Providence, RI 02914

Sean Durkin (CRD# 4284662) is an Investment Advisor Representative working at Axis Wealth Partners, LLC in East Providence, RI and has over 23 years of experience in the finance industry.

3
Michael G. Leonardo
CRD#: 3236871
400 Massasoit Avenue, Suite 112, East Providence, RI 02914

Michael Leonardo (CRD# 3236871) is an Investment Advisor Representative working at Axis Wealth Partners, LLC in East Providence, RI and has over 24 years of experience in the finance industry.

4
Jane E. McAuliffe
CRD#: 3031341
670 Main Street, Suite C-4, East Greenwich, RI 02818

Jane McAuliffe (CRD# 3031341) is an Investment Advisor Representative working at Axis Wealth Partners, LLC in East Greenwich, RI and has over 25 years of experience in the finance industry.

5
Joshua S. Pacheco
CRD#: 5865407
400 Massasoit Avenue, Suite 112, East Providence, RI 02914

Joshua Pacheco (CRD# 5865407) is an Investment Advisor Representative working at Axis Wealth Partners, LLC in East Providence, RI and has over 12 years of experience in the finance industry.

6
Emanuel J. Pinheiro
CRD#: 5623110
400 Massasoit Avenue, Suite 112, East Providence, RI 02914

Emanuel Pinheiro (CRD# 5623110) is an Investment Advisor Representative working at Axis Wealth Partners, LLC in East Providence, RI and has over 15 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.