Axxcess Wealth Management, LLC

Axxcess Wealth Management, LLC (CRD# 164081) is a financial advisory firm headquartered in Carlsbad, CA. They manage $1,286,674,690 in 3,629 accounts and serve the financial needs of clients across 30 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,287
    MILLION
  • Total Number of Accounts
    3,629
    ACCOUNTS
  • Average Account Value
    $354,554
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, LA, MA, MD, ME, MI, NC, NJ, NM, NV, NY, OH, OR, PR, SC, SD, TX, UT, WA, WV

Financial Advisors at Axxcess Wealth Management, LLC
Showing 1 - 10 of 17 top financial advisors.
1
Letitia S. Berbaum
CRD#: 5937599
32322 S Coast Highway, Laguna Beach, CA 92651

Letitia Berbaum (CRD# 5937599) is an Investment Advisor Representative working at Axxcess Wealth Management, LLC in Laguna Beach, CA and has over 9 years of experience in the finance industry.

2
Robert C. Binkowski
CRD#: 4814174
6005 Hidden Valley Road, Suite 290, Carlsbad, CA 92011

Robert Binkowski (CRD# 4814174) is an Investment Advisor Representative working at Axxcess Wealth Management, LLC in Carlsbad, CA and has over 10 years of experience in the finance industry.

3
Jennifer P. Easley
CRD#: 1200412
Bainbridge, WA

Jennifer Easley (CRD# 1200412) is an Investment Advisor Representative working at Axxcess Wealth Management, LLC in Bainbridge, WA and has over 37 years of experience in the finance industry. Jennifer Easley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Thomas A. Gajdalo
CRD#: 6019882
6005 Hidden Valley Road, Suite 290, Carlsbad, CA 92011

Thomas Gajdalo (CRD# 6019882) is an Investment Advisor Representative working at Axxcess Wealth Management, LLC in Carlsbad, CA and has over 8 years of experience in the finance industry. Thomas Gajdalo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Paul M. Hamzey
CRD#: 1376092
Carlsbad, CA

Paul Hamzey (CRD# 1376092) is an Investment Advisor Representative working at Axxcess Wealth Management, LLC in Carlsbad, CA and has over 35 years of experience in the finance industry.

6
Randall S. Karl
CRD#: 5132487
6005 Hidden Valley Road, Suite 290, Carlsbad, CA 92011

Randall Karl (CRD# 5132487) is an Investment Advisor Representative working at Axxcess Wealth Management, LLC in Carlsbad, CA and has over 8 years of experience in the finance industry.

7
Kevin W. Manzo
CRD#: 5277204
6005 Hidden Valley Road, Suite 290, Carlsbad, CA 92011

Kevin Manzo (CRD# 5277204) is an Investment Advisor Representative working at Axxcess Wealth Management, LLC in Carlsbad, CA and has over 13 years of experience in the finance industry.

8
Richard Moon
CRD#: 6025120
210 West Birch Street, Suite 208, Brea, CA 92823

Richard Moon (CRD# 6025120) is an Investment Advisor Representative working at Axxcess Wealth Management, LLC in Brea, CA and has over 7 years of experience in the finance industry.

9
Cory A. Persson, CFA, CFS
CRD#: 6281131
Corona, CA 92879

Cory Persson, CFA, CFS (CRD# 6281131) is an Investment Advisor Representative working at Axxcess Wealth in Carlsbad, CA and has over 6 years of experience in the finance industry. He is a CFA® charterholder and has the CFS® designation (Certified Fund Specialist®). Cory has also passed the Series 65 Exam.

10
Adrienne Rivett
CRD#: 5814820
6005 Hidden Valley Road, Suite 290, Carlsbad, CA 92011

Adrienne Rivett (CRD# 5814820) is an Investment Advisor Representative working at Axxcess Wealth Management, LLC in Carlsbad, CA and has over 2 years of experience in the finance industry.

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