The AXXCESS WEALTH MANAGEMENT, LLC is a privately held investment adviser that advises $8.88Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. AXXCESS WEALTH MANAGEMENT, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 323.47% over the last 5-years.
The Group has been registered with the SEC for 14.16 years and is comprised of 1 filing and 0 relying advisers. They operate out of 17 office locations with their Headquarters at 6005 HIDDEN VALLEY ROAD SUITE 290, CARLSBAD, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 72 employees comprised of 44 investment and 28 non-investment staff. The total number of Employees increased by 300% over the last 5-years.
Their $8.88Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 799 other accounts. Assets of High Net Worth Individuals clients own $5.94Bn or 66.92% of Total Assets and Individuals own $1.96Bn or 22.06% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 6 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees, management fees and performance-based fees.
AXXCESS WEALTH MANAGEMENT, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.