A
$377.4M Total AUM
$377.4M Disc. AUM
24.5% 3Y CAGR
9 Employees
801 ADV. Clients
13 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · UBS
- Clients
- Retail
- Platforms
- FocusVertex +more
- Established Date
- 03-27-2013
- Office Locations
- 4
Office Locations
100 Main ST #104 Whitinsville MA
400 Massasoit Avenue Suite 112 East Providence RI
670 Main Street, Suite C-4 East Greenwich RI
About Axis Wealth Partners, LLC
Axis Wealth Partners provides comprehensive financial planning and portfolio management for successful families, small business owners, and clients navigating major life transitions. Its Prepare/Build/Preserve process aligns goals, risk, and time horizon to build and protect long-term, legacy-focused plans. Custody includes Schwab and Fidelity. Through AxisActs, the firm commits 1% of gross revenues annually to local grassroots nonprofits.
Team overview
46 AVG AGE
$62.9M AVG AUM / ADVISOR
$471.1K AVG AUM / CLIENT
6.2 yrs AVG TENURE
9 Employees
6 Advisory Reps
6 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Quantum Vertex frontier Eagle
Client Personas
Atlas alpha Foundation unison
CRM
Glacier
Custodian
Matrix Crest Quantum alpha Zenith north Frontier vector Vertex timber Catalyst Peak Matrix Ember Alpha signal
Fund Managers
Signal momentum
Investment Themes
Legacy Summit glacier Harbor Catalyst momentum
Investment Vehicles
Timber pathway
Platform
Oak Prime beacon Insight vertex
Services
Delta frontier Frontier atlas Zenith Vertex Peak Oak Matrix matrix Momentum frontier Matrix north Element
Technology
Fusion Foundation radial Beacon capital Optima Oak oak Beacon
Owner & Executives
DANIEL DA PONTE
Chief Compliance Officer, Managing Principal
- CRD
- #4351051
- Ownership
- 75% or more
(942) 486-1894
radial.ridge@foundationcapital.com
in linkedin.com/in/oak-capital
M
Marcia Sousa Da Ponte
Chief Financial Officer, Managing Principal
- CRD
- --
- Ownership
- Less than 5%
(309) 221-7123
foundation.legacy@catalystcapital.com
in linkedin.com/in/focus-foundation
Showing 2 of 2 owners & executives
Unlock allContacts
M
Marc Robert Bastien
Advisor
- CRD
- #7825882
(426) 752-3764
pathway.oak@bridgecapital.com
in linkedin.com/in/value-ember
SEAN P DURKIN
--
- CRD
- #4284662
(582) 850-6871
quantum.north@matrixcapital.com
in linkedin.com/in/pathway-signal
W
Wave legacy
Glacier harbor vector
- CRD
- #57609
(903) 606-8381
unison.peak@wavecapital.com
in linkedin.com/in/zenith-harbor
Showing 2 of 9 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $377,380,633 | $223,832 |
| Non-Discretionary | $0 | -- |
| Total | $377,380,633 | $223,832 |
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Separately Managed Accounts
Total SMA Asset: $377,380,633
Public Funds:
8.5% Equity - Exchange:
7.5% Cash:
16.8% Other:
22.8% Corporate - Investment Grade:
24.1% U.S. Government/Agency:
20.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $575,417,439 | 8.5% |
| Equity - Exchange | $507,721,270 | 7.5% |
| Cash | $1,137,295,645 | 16.8% |
| Other | $1,543,472,660 | 22.8% |
| Corporate - Investment Grade | $1,631,477,681 | 24.1% |
| U.S. Government/Agency | $1,374,232,237 | 20.3% |
| Total | $6,769,616,932 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ZENITH MATRIX | UNISON RIDGE | 5TSJZVTHU | LQPA | 7.12% | $17,636,612 |
| SUMMIT PEAK | VERTEX RIDGE | 8RMHVTTQ8 | ZEAKX | 4.95% | $14,884,017 |
| INSIGHT VALUE ATLAS | ATLAS CATALYST | HU0LBKTN6 | AYO | 3.00% | $13,708,738 |
| OAK OAK ATLAS | QUANTUM RIDGE | ZJGWDGOL5 | CWA | 12.59% | $24,025,358 |
| PATHWAY QUANTUM RADIAL | NORTH EMBER | MWM8QA91T | XREE | 8.93% | $59,730,092 |
| VALUE GLACIER | EAGLE BRIDGE | FTMLP2WJ4 | IKBNG | 8.74% | $13,369,095 |
| VALUE FOCUS | ATLAS OAK | AQ6VNUC9U | WCPU | 9.47% | $90,550,837 |
| LEGACY PRIME | SIGNAL SUMMIT | JT1XSVXIE | ZEI | 10.29% | $29,248,775 |