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).
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Total Assets Under Management242MILLION
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Total Number of Accounts1,479ACCOUNTS
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Average Account Value$163,681
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CT, FL, MA, NH, RI
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.
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.
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.
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.
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.
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.