# AXIA WEALTH MANAGEMENT INC

AXIA WEALTH MANAGEMENT INC of BEND, OR is an SEC-registered investment adviser.

## Registration

- CRD: 155890
- Type: SEC-registered investment adviser
- SEC file number: 801-136859
- Location: 255 SW BLUFF DRIVE, SUITE 100, BEND, OR, 97702
- Phone: (541) 647-1500
- Latest filing: 2026-07-14
- Regulatory AUM: $148.0M
- Discretionary AUM: $132.4M
- Non-discretionary AUM: $15.6M
- Clients: 3
- Accounts: 484

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Richard Nelson Ambrose | CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER | — |
| Chet Jay Baxter | PRESIDENT AND SECRETARY | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/155890/brochure
- Similar advisers: https://search.stillhousedata.com/firm/155890/similar
- Related entities: https://search.stillhousedata.com/firm/155890/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/155890

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.