Axis Wealth Partners, LLC

Axis Wealth Partners, LLC is an investment adviser firm founded in February 2013, registered with the United States Securities and Exchange Commission. The firm specializes in managing individually tailored investment portfolios, offering continuous advice based on clients' needs. They manage $289,667,386 on a discretionary basis as of February 27, 2025. Investment strategies include fundamental, technical, and cyclical analysis, with a focus on passive investment management. Clients can impose reasonable restrictions on investments. Fees are based on a tiered structure, with a blended fee calculated based on assets under management. The firm engages Advyzon Investment Management LLC for outsourced trading services and participates in the Nucleus model marketplace. Services also include pension consulting, business consulting, and financial planning. The firm acts as a fiduciary, putting clients' interests first. Clients have the right to limit sharing of personal information. The firm has a Business Continuity Plan in place for disaster recovery and safeguards clients' personal information through physical, procedural, and electronic measures. Clients receive annual Privacy Policy notices and can limit sharing of personal information for marketing purposes.