# Axis Wealth Partners, LLC

> Axis Wealth Partners, LLC is an SEC-registered investment advisory firm in East Providence, RI, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 167122
- Filed as: AXIS WEALTH PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: East Providence, RI
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/167122
- AdvisorCensus page: https://advisorcensus.com/firm/axis-wealth-partners-llc-east-providence-ri-167122

## Quick answers

**How is Axis Wealth Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Axis Wealth Partners, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Axis Wealth Partners, LLC charge?**
Its Form ADV Part 2A brochure dated March 26, 2026 states: Flat fee: $250 to $2,500 (Financial Planning); Hourly rate: $150 an hour (Financial Planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Axis Wealth Partners, LLC located?**
Axis Wealth Partners, LLC's principal office is in East Providence, RI, according to its Form ADV; the April 2026 filing also lists 3 other offices (Schedule D, Section 1.F).

**Is Axis Wealth Partners, LLC registered with the SEC or a state?**
Axis Wealth Partners, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 167122.

**How much does Axis Wealth Partners, LLC manage?**
Axis Wealth Partners, LLC reports $377,380,633 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**How have Axis Wealth Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for Axis Wealth Partners, LLC: Regulatory assets under management: $122,904,240 in the October 2021 data and $377,380,633 in the October 2026 data, up 207%. Total employees: 6 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Axis Wealth Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (683); high net worth individuals (98).

**Which custodians does Axis Wealth Partners, LLC use?**
Axis Wealth Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Axis Wealth Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/167122

**Does Axis Wealth Partners, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 26, 2026 says: "We do not have an account minimum requirement."

**What changed in Axis Wealth Partners, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $289,667,386 to $377,380,633 (+30%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 26, 2026)

- Account minimum: None

> We do not have an account minimum requirement.

- Flat fee: $250 to $2,500 (Financial Planning)

> Financial Planning will generally be offered on a fixed fee basis. The fixed fee will be agreed upon before the start of any work. The fixed fee can range between $ 250.00 and $2,500.00.

- Hourly rate: $150 an hour (Financial Planning)

> Financial Planning fee is an hourly rate of $150.00 per hour. The fee may be negotiable in certain cases.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $377,380,633
- Discretionary: $377,380,633
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 683 | $204,513,966 |
| High net worth individuals | 98 | $172,866,667 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 9 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, FL, MA, NH, RI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- East Greenwich, RI
- Westport, MA
- Whitinsville, MA

### Websites listed on Form ADV (Item 1.I)
- axiswealthpartners.com
- axiswp.com
- danieldaponte.com
- Facebook @PACHECOINVEST
- Facebook @axiswealthpartners
- Instagram @axiswealthllc
- LinkedIn @axiswealth
- LinkedIn @danieldaponte
- LinkedIn @jane-mcauliffe-cdfa®-38b9631b
- LinkedIn @sean-p-durkin-b8308375
- Threads @axiswealthllc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $122,904,240 | 6 | June 3, 2021 |
| October 2022 | $178,383,314 | 9 | March 16, 2022 |
| October 2023 | $172,662,630 | 10 | September 25, 2023 |
| October 2024 | $242,084,505 | 9 | February 22, 2024 |
| October 2025 | $289,667,386 | 9 | March 31, 2025 |
| October 2026 | $377,380,633 | 9 | March 26, 2026 |

Regulatory assets under management: $122,904,240 in the October 2021 data and $377,380,633 in the October 2026 data, up 207%.
Total employees: 6 in October 2021 and 9 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $289,667,386 to $377,380,633 (+30%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Axis Wealth Partners, LLC (CRD 167122): Form ADV filing data as of October 2026.