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AXIA WEALTH MANAGEMENT INC

SEC Form ADV profile.

Total regulatory AUM
$148,002,969
Discretionary
$132,369,028
Non-discretionary
$15,633,941

Firm details

CRD number
155890
SEC file number
801-136859
Main office
BEND, OR, United States
Employees
3
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of November 2026.