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Axia Wealth Management Inc

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Client assets under management

$129,374,453

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Clients

152

48% high-net-worth

Advisors

3

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

51

Typical

Average account size

$851,148

About

Axia Wealth Management provides wealth management and portfolio management to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, corporations, and, more recently, charitable and non‑profit organizations. The firm offers ongoing investment management, financial planning, limited‑scope consulting, employee benefit plan fiduciary services, and coordinated estate‑planning support through a third‑party document provider.

Axia’s investment process is grounded in Modern Portfolio Theory and emphasizes passive, evidence‑based asset‑class mutual funds and ETFs with low turnover; portfolios are implemented via written investment policy statements and may include individual equities in cases of tax or personal‑reason retention. For retirement plans the firm offers model portfolio strategies and acts in either a discretionary or non‑discretionary capacity depending on the client engagement.

Noteworthy operational features disclosed in the brochure include use of multiple custodians (including Charles Schwab and a recently added custodian), participation in fee‑sharing arrangements when directing clients to third‑party advisers, and the firm’s documented procedures for third‑party standing letters of authorization. Axia also partners with a dedicated estate‑planning document provider for plan preparation, requires a minimum account threshold to qualify for full financial planning services, and does not aggregate (block) trades for multiple client accounts, which it notes can affect execution outcomes.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

College savings (529s, UTMA, etc.) General estate planning guidance Business sale tax planning Retirement plans for business owners (SEP, solo 401k) Wealth management

Occupation focus

Founder/Business Owner Retired

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Fee options

Percentage

$0 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $10,000,000: 0.75% $10,000,001+: 0.50%

Project-based

Hourly consulting fees start at $350 per hour

Other

Account minimum: $400,000 Minimum fee: Minimum annual financial planning fee of $5,000 (waived if Assets Under Management are $400,000 or more)

Main office location

Axia Wealth Management Inc

255 Sw Bluff Drive, Suite 100

Bend OR 97702, United States

Number of offices

2

Most active in

More info

Arizona · California · Oregon · Texas · Washington

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Website (541) 647-1500

Advisors at this firm

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user avatar

Isabella R

Series 65

Houston, TX

Axia Wealth Management Inc

Isabella Ramon is a financial advisor at Axia Wealth Management Inc in Houston, TX, holding a Series 65 license with three years of industry experience. Her prior work includes roles at Vanguard and Worth Winning, LLC, as well as experience in the restaurant industry and full-time education. Axia Wealth Management is a small team adviser managing approximately $106 million for individual and high-net-worth clients, retirement plans, trusts, and business entities. The firm follows a long-term, passive asset-class investment approach based on modern portfolio theory, primarily using no-load mutual funds and ETFs organized into model portfolios with documented Investment Policy Statements.

College savings (529s, UTMA, etc.) General estate planning guidance Business sale tax planning Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Retired
user avatar

Richard A

Series 65

Bend, OR

Axia Wealth Management Inc

Richard Ambrose is a financial advisor at Axia Wealth Management Inc with 12 years of industry experience. He has worked at Axia Wealth Management since 2017 and previously spent four years at Merit Wealth Management. Ambrose is a Certified Public Accountant and serves as an advisor on the advisory board for BLC Prime Lending Fund II, LLC, a real estate lending investment fund. Axia Wealth Management is a small team advisory firm managing approximately $106 million for individual and high-net-worth clients, retirement plans, trusts, and business entities. The firm follows a long-term, passive asset-class investment approach guided by modern portfolio theory and provides wealth management, financial planning, fiduciary services, and estate-planning support.

College savings (529s, UTMA, etc.) General estate planning guidance Business sale tax planning Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Retired
user avatar

Chet B

CFP®, Series 65

Bend, OR

Axia Wealth Management Inc

Chet Baxter is a CFP® and holds a Series 65 license with 14 years of industry experience. He has been with Axia Wealth Management Inc since 2017 and previously worked at Merit Wealth Management, LLC from 2010 to 2017. Axia Wealth Management is a small team adviser managing approximately $106 million for individual and high-net-worth clients, retirement plans, trusts, and business entities. The firm employs a long-term, passive asset-class investment approach guided by modern portfolio theory and offers wealth management, financial planning, fiduciary services, and estate-planning support through third-party providers.

College savings (529s, UTMA, etc.) General estate planning guidance Business sale tax planning Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Retired
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