# AXIS WEALTH PARTNERS, LLC

AXIS WEALTH PARTNERS, LLC of EAST PROVIDENCE, RI is an SEC-registered investment adviser.

## Registration

- CRD: 167122
- Type: SEC-registered investment adviser
- SEC file number: 801-120324
- Location: 400 MASSASOIT AVENUE, SUITE 112, EAST PROVIDENCE, RI, 02914
- Phone: 401-441-5111
- Latest filing: 2026-03-26
- Regulatory AUM: $377.4M
- Discretionary AUM: $377.4M
- Clients: 9
- Accounts: 1,686

## Business model

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

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Daniel Da Ponte | MANAGING PRINCIPAL & CHIEF COMPLIANCE OFFICER | — |
| Marcia Sousa Da Ponte | CHIEF FINANCIAL OFFICER | — |
| DAPONTE DANIEL | PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| DA PONTE DANIEL | MANAGING PRINCIPAL & CHIEF COMPLIANCE OFFICER; PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| Da Ponte Marcia Sousa | CHIEF FINANCIAL OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/167122/brochure
- Similar advisers: https://search.stillhousedata.com/firm/167122/similar
- Related entities: https://search.stillhousedata.com/firm/167122/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/167122

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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.