AXXCESS WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$8,878,796,013
Discretionary
$8,794,977,200
Non-discretionary
$83,818,813
Firm details
- CRD number
- 164081
- SEC file number
- 801-76763
- Main office
- CARLSBAD, CA, United States
- Employees
- 72
- SEC status
- Approved
- Website
- https://www.axxcesswealth.com/
- Fee structure
-
Percentage of AUM Hourly Fixed fees Performance-based
As of October 2026.