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Axxcess Wealth Management, LLC

● SEC registered since 2012CRD 164081SEC# 801-76763Carlsbad, CA
Export (members)
Reg. AUM
$6.33B
Employees
86
Accounts
22,242
Location
Carlsbad, CA

Axxcess Wealth Management, LLC assets under management

Axxcess Wealth Management, LLC is an investment advisory firm registered with the SEC based in Carlsbad, CA. The firm has been registered since 2012. It reports $6.3 billion in regulatory assets under management and employs 86 people.
www.axxcesswealth.comView on SEC.gov ↗

Axxcess Wealth Management, LLC owners & executives

10 reported
NameTitleOwnershipSince
Andrew Fowler ThomasPassive InvestorUnder 5%2023
Cory PerssonPassive InvestorUnder 5%2023
Henry Ward WinshipPassive Member5-10%2021
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Frequently asked questions

How much does Axxcess Wealth Management, LLC manage?

Axxcess Wealth Management, LLC reports $6.3 billion in regulatory assets under management on its Form ADV.

How many employees does Axxcess Wealth Management, LLC have?

Axxcess Wealth Management, LLC reports 86 employees.

Where is Axxcess Wealth Management, LLC located?

Axxcess Wealth Management, LLC is based in Carlsbad, CA and has been SEC-registered since 2012.

Does Axxcess Wealth Management, LLC disclose fund performance?

Axxcess Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address6005 Hidden Valley Road, Suite 290, Carlsbad, CA 92011
Phone(858) 217-5347
Fax(443) 296-0458
Office hours9a.m. - 5p.m.
SEC regionLos Angeles Regional Office (LARO)
CIK1911056
Discloses disciplinary historyNo

Assets under management

Discretionary$6.2B
Non-discretionary$131.8M
Total (RAUM)$6.33B