AXXCESS WEALTH MANAGEMENT, LLC

RIASEC RegisteredEst. 2012

Total AUM

$8.9B

Discretionary

$8.8B

99% of AUM

Avg account

$341K

Accounts

26,039

Employees

Advisory reps

Firm details

Headquarters: CARLSBAD, California
CRD number: 164081
Registered since: June 6, 2012
Website: www.axxcesswealth.com
Custodians: LPL FINANCIAL LLC, CHARLES SCHWAB & CO., INC., WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: HNWI66.92%
Individuals22.06%
Pension & Profit Sharing Plans6.62%
Corporations / Businesses3.82%
Charitable Organizations0.51%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Axxcess Wealth Management, LLC is an independent, SEC-registered registered investment adviser (since 2012) that serves both individual/family and institutional clients. The firm operates as a capital allocator and offers comprehensive advisory services including financial planning, discretionary portfolio management for individuals and institutions, pension consulting, manager selection and educational workshops. Its fee schedule is varied — percentage-of-AUM engagements sit alongside hourly, fixed-fee and performance-based arrangements — which aligns with its use of both traditional advisory mandates and third‑party alternative funds. The firm is affiliated with an insurance company and was named a Top RIA Firm by FA Magazine in 2020.