Axxcess Wealth Management, LLC

Axxcess Wealth Management, LLC (CRD# 164081) is a financial advisory firm headquartered in Carlsbad, CA. They manage $361,598,023 in 1,383 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    362
    MILLION
  • Total Number of Accounts
    1,383
    ACCOUNTS
  • Average Account Value
    $261,459
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription 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, FL, IA, ID, IL, NC, NM, NY, OH, OR, TX

Financial Advisors at Axxcess Wealth Management, LLC
Showing 1 - 10 of 13 top financial advisors.
1
Bryan T. Smyth
CRD#: 5859364
6005 Hidden Valley Road, Suite 290, Carlsbad, CA 92011
96
Wealthminder
score

Bryan Smyth (CRD# 5859364) is an Investment Advisor Representative working at Axxcess Wealth Management, LLC in Carlsbad, CA and has over 7 years of experience in the finance industry.

2
Jonathan D. Brackmann
CRD#: 4075152
10565 North 114th Street, Suite 101, Scottsdale, AZ 85259
93
Wealthminder
score

Jonathan Brackmann (CRD# 4075152) is an Investment Advisor Representative working at Axxcess Wealth Management, LLC in Scottsdale, AZ and has over 17 years of experience in the finance industry.

3
Christopher E. Haas
CRD#: 4375797
6005 Hidden Valley Road, Suite 290, Carlsbad, CA 92011
93
Wealthminder
score

Christopher Haas (CRD# 4375797) is an Investment Advisor Representative working at Axxcess Wealth Management, LLC in Carlsbad, CA and has over 11 years of experience in the finance industry.

4
Paul M. Hamzey
CRD#: 1376092
Carlsbad, CA
93
Wealthminder
score

Paul Hamzey (CRD# 1376092) is an Investment Advisor Representative working at Axxcess Wealth Management, LLC in Carlsbad, CA and has over 32 years of experience in the finance industry.

5
Kevin W. Manzo
CRD#: 5277204
305 N. Harbor Blvd, Ste 215, Fullerton, CA 92832
93
Wealthminder
score

Kevin Manzo (CRD# 5277204) is an Investment Advisor Representative working at Axxcess Wealth Management, LLC in Fullerton, CA and has over 10 years of experience in the finance industry.

6
Monica Szakos
CRD#: 5914794
6005 Hidden Valley Road, Suite 290, Carlsbad, CA 92011
90
Wealthminder
score

Monica Szakos (CRD# 5914794) is an Investment Advisor Representative working at Axxcess Wealth Management, LLC in Carlsbad, CA and has over 3 years of experience in the finance industry.

7
Daniel I. Woods
CRD#: 5157610
2 Venture Ste 220, Irvine, CA 92618
90
Wealthminder
score

Daniel Woods (CRD# 5157610) is an Investment Advisor Representative working at Axxcess Wealth Management, LLC in Irvine, CA and has over 3 years of experience in the finance industry.

8
John L. Jenkins
CRD#: 1163851
3636 Nobel Dr, Number 440, San Diego, CA 92122
86
Wealthminder
score

John Jenkins (CRD# 1163851) is an Investment Advisor Representative working at Axxcess Wealth Management, LLC in San Diego, CA and has over 30 years of experience in the finance industry. John Jenkins 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.

9
Robert C. Binkowski
CRD#: 4814174
6005 Hidden Valley Road, Suite 290, Carlsbad, CA 92011
81
Wealthminder
score

Robert Binkowski (CRD# 4814174) is an Investment Advisor Representative working at Axxcess Wealth Management, LLC in Carlsbad, CA and has over 7 years of experience in the finance industry.

10
Scott W. Short
CRD#: 2619988
6005 Hidden Valley Road, Suite 290, Carlsbad, CA 92011
81
Wealthminder
score

Scott Short (CRD# 2619988) is an Investment Advisor Representative working at Axxcess Wealth Management, LLC in Carlsbad, CA and has over 21 years of experience in the finance industry.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.