PPrivate Fund Data Log in Join · $37/mo

Richard James Waters

OwnerAxxcess Wealth Management, LLCCRD 7719525

About Richard James Waters

Richard James Waters is listed as Owner at Axxcess Wealth Management, LLC in Carlsbad, CA. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of Axxcess Wealth Management, LLC
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does Richard James Waters work?

Richard James Waters is listed as Owner at Axxcess Wealth Management, LLC on SEC Form ADV.

How much of Axxcess Wealth Management, LLC does Richard James Waters own?

Form ADV reports a beneficial ownership band of 50-75%.

Axxcess Wealth Management, LLC

TitleOwner
Ownership50-75%
Control personYes
Since2011