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AXIS WEALTH PARTNERS, LLC

EAST PROVIDENCE, RI · CRD 167122 · IAPD ↗ · axiswp.com · 401-441-5111

$377.4MRegulatory AUM
6Advisory reps
9Employees
20Clients
101-250Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
April 2026 — AXIS WEALTH PARTNERS, LLC reported RAUM up 30% ($289.7M -> $377.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
53
April 2025 — AXIS WEALTH PARTNERS, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
61
April 2025 — AXIS WEALTH PARTNERS, LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
25
March 2024 — AXIS WEALTH PARTNERS, LLC changed its website from danieldaponte.com to axiswp.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
42
March 2024 — AXIS WEALTH PARTNERS, LLC notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
March 2024 — AXIS WEALTH PARTNERS, LLC reported RAUM up 40% ($172.7M -> $242.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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