AXIA WEALTH MANAGEMENT INC

CRD 155890File 801-136859

APPROVED

Retail clients

Custody

Filing as of Jul 14, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$148.0M

Bottom 25% of cohort (national)

Discretionary AUM

$132.4M

Non-discretionary $15.6M

Clients

163

484 accounts

Employees

Bottom 25% of cohort in OR

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: SFRO
Registration date: Aug 6, 2026
Principal office: 255 SW BLUFF DRIVE, SUITE 100, BEND, OR, 97702
Phone: (541) 647-1500
Website: HTTP://WWW.AXIAWEALTH.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $148.0M
Discretionary AUM: $132.4M
Non-discretionary AUM: $15.6M
Discretionary accounts: 453
Non-discretionary accounts: 31
Total accounts: 484
AUM per client: $908K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$202K
Charitable organizations	Fewer than 5	$247K
High net worth individuals	77	$110.6M
Pension and profit sharing plans	7	$11.0M
Individuals (other than high net worth individuals)	75	$26.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.