Isabella Catherine Ramon
Investment adviser representative at Axia Wealth Management Inc
14 yearsExperience
5 statesRegistered in
$148MFirm assets
Under 1 yearFirm 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
14 years in the industry.
- Axia Wealth Management IncDec 2021 to now
- Transition To New JobNov 2021 to Nov 2021
- Worth Winning, LLCSep 2020 to Oct 2021
- Gap PeriodJan 2020 to Aug 2020
- VanguardMay 2019 to Aug 2019
- Hillstone Restaurant GroupMay 2017 to Jan 2018
- Full Time EducationJan 2012 to Dec 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 5 states (AZ, CA, OR, TX, WA).
Axia Wealth Management Inc
$148MAssets managed
163Clients
3Advisers
Under 1 yearIn 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
- 7128349
- Firm CRD
- 155890