AXIS WEALTH PARTNERS, LLC of EAST PROVIDENCE, RI is an SEC-registered investment adviser (CRD 167122). Regulatory assets under management: $377.4M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| 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 | — |