# Axia Wealth Management

Axia Wealth Management is a Bank / Wealth / Trust based in Bend, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Bend, United States
- **Region:** North America
- **Address:** Bend, OR, United States
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** axiawealth.com
- **LinkedIn:** https://www.linkedin.com/company/axia-wealth-management-inc

## Regulatory record

- **CRD number:** 155890
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-30T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/155890

## About

Axia Wealth Management is an independent registered investment advisor headquartered in Bend, Oregon. The firm structures itself around a fiduciary duty, a fee-only compensation model, and sole loyalty to its clients — it does not sell products from Wall Street banks or insurance companies. Client assets are held at a third-party custodian, with Charles Schwab serving as the preferred partner. The firm deploys capital using an evidence-based investment philosophy grounded in academic financial research. It constructs diversified, data-driven portfolios and pairs them with financial plans tailored to each client's goals. The firm advises individuals, high-net-worth individuals, pensions, and corporations. Beyond investment management, its capabilities extend to financial planning, tax planning, and the management of 401(k) and corporate retirement plans. Axia explicitly distances itself from traditional Wall Street forecasting. Its public materials state that it does not rely on prognostication or react to news headlines, instead leaning on decades of market research to keep clients invested. The firm provides quarterly performance reports that clearly break down fees and client returns net of those fees. Weston Wellington of Dimensional Fund Advisors is cited on the firm's website describing the value of independent, objective advice. What structurally differentiates Axia is its staunch rejection of commission-based revenue and its status as a fiduciary RIA, combined with a singular reliance on academic research for portfolio construction. The firm's operational architecture — independent, fee-only, and custodian-based — is designed to eliminate conflicts of interest that it sees as inherent in traditional broker-dealer models.

## Questions

### What is Axia Wealth Management's investment philosophy?

Axia uses an evidence-based investment philosophy grounded in decades of academic financial market research. It builds diversified, data-driven portfolios and explicitly avoids relying on Wall Street forecasts or market prognostication. The firm's stated goal is to keep clients invested through market cycles regardless of news headlines.

### How does Axia Wealth Management charge for its services?

Axia operates on a fee-only compensation model. The firm earns a fee based solely on the value of clients' assets, avoiding commission-based products entirely. Clients receive quarterly performance reports that transparently break down the firm's fee and the client's return net of that fee.

### Who holds client assets at Axia Wealth Management?

Axia does not hold client assets directly. Client assets are held by a third-party custodian. Charles Schwab is cited as Axia's preferred custodian, a choice the firm states is made to ensure security and transparency for clients.

### What types of clients does Axia Wealth Management serve?

Axia advises a range of clients, including individuals, high-net-worth individuals, pensions, and corporations. Its disclosed service offerings include investment management, financial planning, tax planning, and the management of 401(k) and corporate retirement plans.

### Is Axia Wealth Management a fiduciary?

Yes. As a registered investment advisor, Axia is legally required to act in its clients' best interest at all times. The firm explicitly contrasts this fiduciary standard with the lower suitability standard it states many broker-dealers operate under.

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Last updated: 2026-06-03T20:00:00.000Z

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