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AXIA WEALTH MANAGEMENT INC

BEND, OR · CRD 155890 · IAPD ↗ · (541) 647-1500

$148.0MRegulatory AUM
3Advisory reps
3Employees
0Clients
51-100Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
September 2026 — AXIA WEALTH MANAGEMENT INC (BEND, OR) is newly SEC-registered with $148.0M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.