Axxets Wm

Overview

Axxets Wm is an LLC that provides fee-based portfolio management to private clients and smaller business and institutional accounts. The firm is registered with the SEC, having registered in 2026. Its client focus is individual and family households, and its compensation includes a percentage-of-assets-under-management component along with other fee arrangements. Advisory services listed by the firm include portfolio management for individuals/small businesses and for businesses or institutions. Ownership is shown as a mix of domestic entities, foreign entities and individuals. The firm does not identify as an active ESG investor and is not classified as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices