Axia Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers. Financial planning was provided to 51–100 clients last fiscal year.
Axia Wealth Management reports 163 clients. They include 77 high-net-worth individuals, 75 individual clients, and 7 pension and profit-sharing plans. Of its assets, 89.4% ($132M across 453 accounts) are managed with discretion; $15.6M across 31 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 46% | 18% |
| High-net-worth individuals | 47% | 75% |
| Pension and profit-sharing plans | 4% | 7% |
| Charitable organizations | 2% | <1% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 75 | $26M | 17.5% | $346K |
| High-net-worth individuals | 77 | $111M | 74.7% | $1.44M |
| Pension and profit-sharing plans | 7 | $11M | 7.4% | $1.57M |
| Charitable organizations | Fewer than 5 | $247K | 0.2% | $82.4K |
| Corporations and other businesses | Fewer than 5 | $202K | 0.1% | $202K |
| Total | 163 | $148M | 100% | — |
- Clients
- 75
- Regulatory AUM
- $26M
- AUM share
- 17.5%
- Avg. per client
- $346K
- Clients
- 77
- Regulatory AUM
- $111M
- AUM share
- 74.7%
- Avg. per client
- $1.44M
- Clients
- 7
- Regulatory AUM
- $11M
- AUM share
- 7.4%
- Avg. per client
- $1.57M
- Clients
- Fewer than 5
- Regulatory AUM
- $247K
- AUM share
- 0.2%
- Avg. per client
- $82.4K
- Clients
- Fewer than 5
- Regulatory AUM
- $202K
- AUM share
- 0.1%
- Avg. per client
- $202K
Total
- Clients
- 163
- Regulatory AUM
- $148M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Axia Wealth Management charges 0.50%–1.25% a year for its Wealth Management Services. The brochure also prices 4 other services, listed under fee details.
Fee details and sources
Other fees
- Employee Benefit Plan Services
- Retirement plan annual fee of 0.80% on assets up to $1 million, stepping down to 0.35% above $10 million; generally negotiable.
- Estate Planning Services
- A $1,500 base fee for estate plan documents, plus client-billed deed recording fees of $300 to $550 per property and $100 per business assignment.
- Financial Planning for Clients Under $400,000
- For clients with under $400,000 under management, financial planning is an annual fee of $5,000, billed quarterly.
- Hourly Consulting Services
- Hourly consulting starts at $350 an hour, with 25% of the agreed fee billed in advance.
It has 3 employees.
Leadership
Staff
- 3 employees
- 3 in advisory functions
- 3 state-registered reps
Besides its headquarters, Axia Wealth Management has 1 office, with 1 listed address in Oregon.
Oregon · 1 listed address
- 255 SW Bluff Drive, Suite 100, BendHQ
Contact and registration details
- Legal name
- Axia Wealth Management Inc
- Headquarters
- 255 SW Bluff Drive, Suite 100, Bend, OR 97702
- Website
- Not reported
- Phone
- 541-647-1500
- SEC file
- 801-136859
- Structure
- Oregon corporation
- Fiscal year end
- December
Axia Wealth Management has custody of $72.1M in client assets for 108 clients.
At year end, Axia Wealth Management’s separately managed accounts were mostly in funds (89%).
What the accounts hold
- Stocks3%
- Funds89%
- Registered funds87%
- Pooled vehicles2%
- Bonds4%
- U.S. government and agency bonds2%
- Investment grade corporate bonds2%
- Cash4%
How many clients does Axia Wealth Management have?
Axia Wealth Management has 163 clients and manages $148 million for them, as of July 2026. They include 77 high-net-worth individuals, 75 individual clients, and 7 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 14 July 2026
What services does Axia Wealth Management offer?
Axia Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Axia Wealth Management charge?
Axia Wealth Management charges 0.50%–1.25% a year for its Wealth Management Services.
Source: AXIA WEALTH MANAGEMENT INC ADV PART 2, filed 26 June 2026
How many financial advisors does Axia Wealth Management have?
Axia Wealth Management has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Axia Wealth Management invest in?
At the end of its last fiscal year, Axia Wealth Management’s separately managed accounts held 87% registered funds (mutual funds, ETFs, BDCs), 4% cash and equivalents, 3% exchange-traded equities, 2% U.S. government and agency bonds, 2% investment grade corporate bonds and 2% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
How does Axia Wealth Management get paid?
Axia Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Axia Wealth Management?
Axia Wealth Management’s main office is at 255 SW Bluff Drive, Suite 100, Bend, OR 97702. Its phone number is 541-647-1500.