Axxcess Wealth Management, LLC
Axxcess Wealth Management, LLC (CRD# 164081) is a financial advisory firm headquartered in Carlsbad, CA. They manage $6,470,763,788 in 24,090 accounts and serve the financial needs of clients across 41 states (or territories).
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Total Assets Under Management6,471MILLION
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Total Number of Accounts24,090ACCOUNTS
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Average Account Value$268,608
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, PR, SC, SD, TN, TX, UT, VA, WA, WI, WV
Mark Sewalson (CRD# 1177582) is an Investment Advisor Representative working at Axxcess Wealth Management, LLC in Carlsbad, CA and has over 40 years of experience in the finance industry.
Monica Szakos (CRD# 5914794) is an Investment Advisor Representative working at Axxcess Wealth Management, LLC in Carlsbad, CA and has over 9 years of experience in the finance industry.
Peter Weitz (CRD# 4723666) is an Investment Advisor Representative working at Axxcess Wealth Management, LLC in Fort Lauderdale, FL and has over 20 years of experience in the finance industry.
Michelle Blouin (CRD# 7352830) is an Investment Advisor Representative working at Axxcess Wealth Management, LLC in Fort Lauderdale, FL and has 1 year of experience in the finance industry.
Justin Bonavitacola (CRD# 5442755) is an Investment Advisor Representative working at Axxcess Wealth Management, LLC in Charleston, WV and has over 16 years of experience in the finance industry.
Matthew Burbank (CRD# 6921297) is an Investment Advisor Representative working at Axxcess Wealth Management, LLC in Draper, UT and has 1 year of experience in the finance industry.
Caleb Casto (CRD# 6935244) is an Investment Advisor Representative working at Axxcess Wealth Management, LLC in Carlsbad, CA and has over 4 years of experience in the finance industry.
Michael Cavendish (CRD# 1029421) is an Investment Advisor Representative working at Axxcess Wealth Management, LLC in Carlsbad, CA and has over 42 years of experience in the finance industry.
Christopher Donahugh (CRD# 2778176) is an Investment Advisor Representative working at Axxcess Wealth Management, LLC in Laguna Niguel, CA and has over 27 years of experience in the finance industry.
Kyra Easley (CRD# 7162292) is an Investment Advisor Representative working at Axxcess Wealth Management, LLC in Bainbridge Island, WA and has 1 year of experience in the finance industry.