Axia Wealth Management Inc.
Axia Wealth Management Inc. (CRD# 155890) is a financial advisory firm headquartered in Bend, OR. They manage $85,957,919 in 408 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management86MILLION
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Total Number of Accounts408ACCOUNTS
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Average Account Value$210,681
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, OR, TX, WA
Richard Ambrose (CRD# 6255154) is an Investment Advisor Representative working at Axia Wealth Management Inc. in Bend, OR and has over 10 years of experience in the finance industry.
Chet Baxter (CRD# 5928545) is an Investment Advisor Representative working at Axia Wealth Management Inc. in Bend, OR and has over 12 years of experience in the finance industry.
Isabella Ramon (CRD# 7128349) is an Investment Advisor Representative working at Axia Wealth Management Inc. in Houston, TX and has 1 year of experience in the finance industry.