Sponsor portfolio

AXIA WEALTH MANAGEMENT INC.

EIN 26-2647954investment managementLatest filing 2025

Plans

Retirement

$255K assets

Welfare

Participants

255 SW BLUFF DR, SUITE 100 - BEND, OR 97702541-647-1179axiawealth.comLinkedIn1-10 employeesinvestment management

Plans on this EIN

1 filing

#001401k-$255K - 4 part

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Retirement#001

AXIA WEALTH MANAGEMENT, INC. 401(K) PLAN

401k

Assets$255K

Participants4

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

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Retirement plans1

Plan #	Name	Type	Assets	Participants	Latest year
001	AXIA WEALTH MANAGEMENT, INC. 401(K) PLAN	401k	$255K	4	2025

Retirement plans