Bend, OR Office

Axia Wealth Management Inc is a small supported advisory firm (three advisors with roughly $148 million in assets under management) that serves individuals, high‑net‑worth clients, trusts, small businesses, and employer‑sponsored retirement plans. The firm provides ongoing discretionary portfolio management, financial planning and limited‑scope consulting, estate‑planning coordination through an outside provider, and retirement‑plan fiduciary services.

Axia’s investment approach is long‑term and evidence‑based, grounded in Modern Portfolio Theory and implemented primarily through no‑load mutual funds and passively managed ETFs with client‑specific investment policy statements; individual securities may be retained for tax or personal reasons. The firm generally seeks discretionary trading authority, limits use of certain instruments (it does not use commodity futures or direct non‑U.S. securities), and does not aggregate block trades across multiple client accounts.

Distinctive aspects include a recent filing to register with the SEC, an established relationship with a third‑party estate‑planning vendor that handles document preparation and deed recording, and the provision of ERISA‑level 3(21)/3(38) services and model portfolios for employee benefit plans. Axia also participates in an institutional custodian program and may receive fee‑sharing or other economic benefits when directing clients to third‑party advisers or custodians; these relationships and related conflicts are disclosed in the firm brochure.