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Axia Wealth Management, Inc.

EST. AUM
$148,002,969

CONTACTS

CLIENT ACCOUNTS
484

Firm Details

Metro area Portland, OR
CRD Number 155890
Website axiawealth.com
Client types

Overview

Axia Wealth Management, Inc. is an independent fee-only registered investment adviser based in Bend, Oregon. The firm provides evidence-based investment management, comprehensive financial planning, retirement planning and corporate retirement-plan advisory services. Axia constructs diversified portfolios using academic research and tailors investment strategies and financial plans to individual client objectives. The firm operates as a fiduciary and uses third-party custodians to hold client assets.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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