Daniel Da ponte
Investment adviser representative at Axis Wealth Partners, LLC
27 yearsExperience
3 statesRegistered in
$377.4MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
27 years in the industry.
- Axis Wealth Partners, LLCApr 2013 to now
- State of Rhode IslandJan 1999 to Jan 2019
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 3 states (FL, MA, RI).
Axis Wealth Partners, LLC
$377.4MAssets managed
781Clients
7Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4351051
- Firm CRD
- 167122