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  5. Axis Wealth Partners, LLC

Axis Wealth Partners, LLC

Company Details

Name: Axis Wealth Partners, LLC
Jurisdiction: Rhode Island
Entity type: Domestic Limited Liability Company
Status: Activ
Date of Organization in Rhode Island: 14 Feb 2013 (12 years ago)
Identification Number: 000796600
ZIP code: 02914
County: Providence County
Principal Address: 400 MASSASOIT AVENUE SUITE 112, EAST PROVIDENCE, RI, 02914, USA
Purpose: REGISTERED INVESTMENT ADVISOR
NAICS: 523930 - Investment Advice
Historical names: AXIS ADVISORS, LLC

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
AXIS WEALTH PARTNERS, LLC 401(K) PLAN 2023 462038888 2024-10-08 AXIS WEALTH PARTNERS, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-04-24
Business code 523900
Sponsor’s telephone number 4014415111
Plan sponsor’s address 400 MASSASOIT AVE, SUITE 112, EAST PROVIDENCE, RI, 02914

Signature of
Role Plan administrator
Date 2024-10-08
Name of individual signing DANIEL DA PONTE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-10-08
Name of individual signing DANIEL DA PONTE
Valid signature Filed with authorized/valid electronic signature
AXIS WEALTH PARTNERS, LLC 401(K) PLAN 2022 462038888 2023-10-12 AXIS WEALTH PARTNERS, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-04-24
Business code 523900
Sponsor’s telephone number 4014415111
Plan sponsor’s address 400 MASSASOIT AVE, SUITE 112, EAST PROVIDENCE, RI, 02914

Signature of
Role Plan administrator
Date 2023-10-12
Name of individual signing DANIEL DA PONTE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-10-12
Name of individual signing DANIEL DA PONTE
Valid signature Filed with authorized/valid electronic signature
AXIS ADVISORS LLC 401(K) PLAN 2021 462038888 2022-10-11 AXIS ADVISORS LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-04-24
Business code 523900
Sponsor’s telephone number 4014414511
Plan sponsor’s address 197 WARREN AVENUE, SUITE 203, EAST PROVIDENCE, RI, 02914

Signature of
Role Plan administrator
Date 2022-10-11
Name of individual signing DANIEL DA PONTE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-10-11
Name of individual signing DANIEL DA PONTE
Valid signature Filed with authorized/valid electronic signature
AXIS ADVISORS LLC 401(K) PLAN 2020 462038888 2021-07-06 AXIS ADVISORS LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-04-24
Business code 523900
Sponsor’s telephone number 4014415111
Plan sponsor’s address 197 WARREN AVENUE, SUITE 203, EAST PROVIDENCE, RI, 02914

Plan administrator’s name and address
Administrator’s EIN 474977095
Plan administrator’s name SAVEDAY, INC.
Plan administrator’s address 10816 CROWN COLONY DRIVE #208, AUSTIN, TX, 78747
Administrator’s telephone number 6506847283

Signature of
Role Plan administrator
Date 2021-07-06
Name of individual signing BARRY MIONE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-06-14
Name of individual signing DANIEL DA PONTE
Valid signature Filed with authorized/valid electronic signature
AXIS ADVISORS LLC 401(K) PLAN 2019 462038888 2020-07-06 AXIS ADVISORS LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-04-24
Business code 523900
Sponsor’s telephone number 4014415111
Plan sponsor’s address 197 WARREN AVENUE, SUITE 203, EAST PROVIDENCE, RI, 02914

Plan administrator’s name and address
Administrator’s EIN 474977095
Plan administrator’s name SAVEDAY
Plan administrator’s address 10816 CROWN COLONY DR STE 208, AUSTIN, TX, 787471672
Administrator’s telephone number 6506847283

Signature of
Role Plan administrator
Date 2020-07-06
Name of individual signing BARRY MIONE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-07-04
Name of individual signing DANIEL DA PONTE
Valid signature Filed with authorized/valid electronic signature
AXIS ADVISORS LLC 401(K) PLAN 2018 462038888 2019-07-24 AXIS ADVISORS LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-04-24
Business code 523900
Sponsor’s telephone number 4014415111
Plan sponsor’s address 197 WARREN AVENUE, SUITE 203, EAST PROVIDENCE, RI, 02914

Plan administrator’s name and address
Administrator’s EIN 474977095
Plan administrator’s name SAVEDAY
Plan administrator’s address 1159 SONORA CT, SUNNYVALE, CA, 940865384
Administrator’s telephone number 6506847283

Signature of
Role Plan administrator
Date 2019-07-24
Name of individual signing SNEHA SINGH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-07-24
Name of individual signing DANIEL DA PONTE
Valid signature Filed with authorized/valid electronic signature
AXIS ADVISORS LLC 401(K) PLAN 2017 462038888 2018-07-19 AXIS ADVISORS LLC 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-04-24
Business code 523900
Sponsor’s telephone number 4014415111
Plan sponsor’s address 197 WARREN AVENUE, SUITE 203, EAST PROVIDENCE, RI, 02914

Plan administrator’s name and address
Administrator’s EIN 474977095
Plan administrator’s name SAVEDAY
Plan administrator’s address 1159 SONORA CT, SUNNYVALE, CA, 940865384
Administrator’s telephone number 6506847283

Signature of
Role Plan administrator
Date 2018-07-19
Name of individual signing SNEHA SINGH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-07-02
Name of individual signing DANIEL DA PONTE
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
J. RICHARD RATCLIFFE Agent 40 WESTMINSTER STREET SUITE 700, PROVIDENCE, RI, 02903, USA

Events

Type Date Old Value New Value
Name Change 2022-10-01 AXIS ADVISORS, LLC Axis Wealth Partners, LLC

Filings

Number Name File Date
202451423500 Annual Report 2024-04-18
202333906260 Annual Report 2023-04-25
202222832320 Articles of Amendment 2022-09-15
202216090800 Annual Report 2022-04-28
202105152990 Annual Report 2021-11-18
202069180820 Annual Report 2020-10-28
201927883530 Annual Report 2019-11-22
201879599390 Annual Report 2018-10-17
201752619920 Annual Report 2017-10-31
201610505110 Annual Report 2016-10-18

Related by officers

J. RICHARD RATCLIFFE

The Haitian Project, Inc. MILL RIVER PEDIATRICS, INC. Economic Growth Initiative for Haiti Inc. Kingdom Roofing & Sealcoating, Inc. AXIS RISK MANAGEMENT, LLC JHF NUTRITIONAL CONSULTING, LLC Rhode Island Press Association MDD Realty, LLC

Related by address

400 MASSASOIT AVENUE SUITE 112, EAST PROVIDENCE, RI, 02914, USA

AXIS RISK MANAGEMENT, LLC ASD Partners, LLC MDD Realty, LLC

Date of last update: 17 Oct 2024

Sources: Rhode Island Department of State

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