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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Axis Wealth Partners have?","answer":"Axis Wealth Partners has 6 investment adviser representatives registered with state securities authorities, out of 9 employees, and 6 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 5 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Axis Wealth Partners invest in?","answer":"At the end of its last fiscal year, Axis Wealth Partners’ separately managed accounts held 78% registered funds (mutual funds, ETFs, BDCs), 11% exchange-traded equities, 4% cash and equivalents, 3% other, 2% U.S. government and agency bonds and 2% investment grade corporate bonds. 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