Axxets Wm

Overview

Axxets Wm is organized as a limited liability company that serves individual and family clients through advisory portfolio management. The firm’s ADV lists advisory services for both individuals/small businesses and for businesses or institutions. Its fee structure includes a percentage-of-assets-under-management component alongside other fee arrangements. Ownership is reported across domestic entities, foreign entities and individuals. The firm is not identified as a capital allocator, does not describe itself as an ESG-focused manager, and is not listed as a multi-state or pension consultant adviser. The ADV shows an SEC registration year of 2026.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices