Axis Wealth Partners, LLC

Overview

Axis Wealth Partners, LLC is an SEC registered investment adviser based in East Providence, RI, registered since 2013. It reports $377M in assets under management across 1,686 accounts, with 9 employees. It has 7 investment adviser representatives.

Reported AUM

$377M

Discretionary

100%

Accounts

1,686

Average account

$224K

Employees

9

Advisory reps

7

Registered since

2013

Jurisdictions

5

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• Daniel Da Ponte Managing Principal, Chief Compliance Officer CRD 4351051
• Marcia Sousa Da Ponte Chief Financial Officer CRD 7472157

Advisory reps 3 of 7

• Marc Robert Bastien Investment Adviser Rep CRD 7825882
• Daniel Daponte Insurance Agent · Investment Adviser Rep CRD 4351051
• Sean P Durkin Insurance Agent · Investment Adviser Rep CRD 4284662

4 more advisory reps, with emails, phones and branch locations

Location

Headquarters

400 Massasoit Ave Ste 112
East Providence, RI 02914

County

Providence

Metro area

Providence-Warwick, RI-MA

Region

Northeast

Registrations

• SEC registered
• Registered in 5 jurisdictions
• Website: axiswp.com

Every state, with registration dates

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