Axia Wealth Management
Investment Management • 
Bend, Oregon, United States • 1-10 Employees
Company overview
| Headquarters | 747 SW Mill View Way, Bend, Oregon 97702, US |
| Phone number | +15416471500 |
| Website | |
| NAICS | 5231 |
| SIC | 736 |
| Employees | 1-10 |
Key Contact at Axia Wealth Management
C.J. Baxter
President/Wealth Advisor
Axia Wealth Management Email Formats
Axia Wealth Management uses 2 email formats. The most common is {first initial} (e.g., j@axiawealth.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@axiawealth.com | 66.7% |
{first name} | john@axiawealth.com | 33.3% |
About Axia Wealth Management
Axia Wealth Management is a firm built around our clients. It's simple really, we built a firm that we would want to be client's of. That is why we utilize an investment strategy grounded in academic research from Nobel Prize winning economists. We then put that power to work by tailoring a portfolio to fit each individual client, and make sure that allocation is paired with a financial plan that allows each client to see what they are on track for, and what changes need to be made to meet their goals. Axia also has a focus in the corporate retirement plan/401(K) arena. Axia's retirement plan platform helps business owners structure a company retirement plan that will meet their needs while reducing their overall liability as a plan Trustee.
Axia Wealth Management revenue & valuation
| Annual revenue | $342,220 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Axia Wealth Management has never raised funding before.
Axia Wealth Management Tech Stack
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