AXIA WEALTH MANAGEMENT INC
At a Glance
| Total AUM | $148.0M |
| Discretionary | $132.4M89% of AUM |
| Non-Discretionary | $15.6M |
| Client Accounts | 484 |
| Avg Account Size | $306K |
| Employees | 3 |
| Peak AUM | $148.0MJun 2026 |
AUM by Client Type
Total AUM
$148M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $148M | — | — | — | — |
| Discretionary AUM | $132M | — | — | ||
Key Metrics
| Total AUM | $148.0M |
| Discretionary | $132.4M |
| Employees | 3 |
| Client Accounts | 484 |
| Client Range | 51-100 |
Contact & Location
Address
255 SW BLUFF DRIVE, SUITE 100
BEND OR 97702
Phone
(541) 647-1500
Filing History
1 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Adviser SelectionPublications
Growth
Clients
Clients by Type (Latest)
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Structure
No related registrations reported