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Chief Financial Officer · Axis Wealth Partners, LLC

Marcia S. Da Ponte

CRD 7472157 · Named on Form ADV at one SEC-registered adviser

At a glance

Axis Wealth Partners, LLC, an SEC-registered wealth manager based in East Providence, RI with $377 million in regulatory assets, lists Marcia S. Da Ponte on its Form ADV as Chief Financial Officer.

Firms and roles

AtlasMembers

Marcia’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Daniel Da PonteManaging Principal & Chief Compliance Officer, Axis Wealth Partners, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Marcia’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.