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Axia Wealth Management Inc registers with the SEC (Bend, OR)
New SEC-registered adviser · CRD 155890 · 801-136859 · effective 2026-08-06
Effective 2026-08-06. 3 employees (3 advisory), $148M regulatory AUM across 484 accounts. Notice-filed in AZ, CA, OR, WA, TX. Corporation (OR).
Has custodyNotice-filed in 5+ states
Contact (from the filing)
The main-office phone, website and address from Form ADV are shown to subscribers. See plans, or open the firm on IAPD.
Who this is for
- Compliance consulting
- RIA software (CRM, portfolio, billing)
- Custodian / clearing
- Archiving & surveillance
- Cybersecurity / managed IT
- E&O insurance