Axis Wealth Partners, LLC

CRD 167122 · East Providence, RI · $377.4M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 167122
SEC number: 801-120324
Firm type: RIA
Assets under management: $377.4M as of Mar 26, 2026
Website: axiswp.com ↗
Phone: 401-441-5111
Address: 400 Massasoit Avenue, East Providence, RI, 02914

Advisors at this firm

7 in our index · page 1 of 1

Marc Robert BastienCRD 7825882 · Whitinsville, MA

IA Registered
Daniel Da PonteCRD 4351051 · East Providence, RI

IA Registered
Sean P DurkinCRD 4284662 · East Providence, RI

IA RegisteredRegistration inactive
Michael G LeonardoCRD 3236871 · East Providence, RI

IA RegisteredRegistration inactive
Jane Elizabeth McauliffeCRD 3031341 · East Greenwich, RI

IA Registered
Emanuel James PinheiroCRD 5623110 · East Providence, RI

IA RegisteredRegistration inactive
Matthew William SweetCRD 5583950 · Whitinsville, MA

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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