Axxcess Wealth Management, LLC

RIASEC Registered

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 registered investment adviser formed as an LLC that has been SEC-registered since 2012. The firm serves both individual and family clients as well as institutional relationships and operates as a capital allocator—sourcing and placing assets with external managers in addition to managing client portfolios directly. Its advisory services include financial planning, portfolio management for individuals and businesses, pension consulting, manager selection, and educational workshops. Fee arrangements are flexible and include percentage-of-AUM billing, hourly and fixed fees, and performance-based fees. The firm does not identify itself as an active ESG investor. Axxcess was recognized by FA Magazine as a Top RIA Firms honoree in 2020.