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Axia Wealth Management Inc CRD 155890
$148M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
255 Sw Bluff Drive, Suite 100, Bend, OR 97702 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-04-17 |
| WA | RA | APPROVED | 2024-02-27 |
| CA | RA | APPROVED | 2022-08-08 |
| OR | RA | APPROVED | 2022-08-08 |
| TX | RA | APPROVED | 2022-08-08 |
Branch Locations
255 Sw Bluff Drive, Suite 100, Bend, OR 97702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axia Wealth Management | Bend | OR | 12/2021 | Present |
| Vanguard | Scottsdale | AZ | 05/2019 | 08/2019 |
| Full Time Education | Houston | TX | 01/2012 | 12/2019 |
| Hillstone Restaurant Group | Houston | TX | 05/2017 | 01/2018 |
| Gap Period | Houston | TX | 01/2020 | 08/2020 |
| Worth Winning, Llc | Houston | TX | 09/2020 | 10/2021 |
| Transition To New Job | Houston | TX | 11/2021 | 11/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-12 |
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