This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=1.0

Regulatory AUM

$377MItem 5.F on the latest filing (2026-03-26); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$377M

Private client RAUM

$377MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

7

RAUM per advisor

$53.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

9

Advisory employees

6

Offices

3Schedule D 1.F, beyond the principal office

Accounts

1,686

Individual clients

683

High net worth clients

98

Custody, client assets

$16.2M

SEC number

801-120324

CIK

2052531

CRD

167122

Filings on the tape

13

First filed

Jan 14, 2021

Latest filed

Mar 26, 2026

Organised

Limited Liability Company, RI

Website

axiswp.com

• Occurred

  Jun 18, 2026
  Advisor changed firm

  Joshua Sousa Pacheco left Axis Wealth Partners, Llc for Ip Financial Advisory Services Llc (registered 2026-01-27)

  Form ADVobserved 6 days ago
• Occurred

  Jan 14, 2021
  First Form ADV filing

  Axis Advisors, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:545e1a51-21aa-0b48-7e8d-6ae74448d823

First observed

Jan 14, 2021

Last observed

Mar 26, 2026 5 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.