Axxcess Wealth Management, LLC

Axxcess Wealth Management, LLC (CRD# 164081) is a financial advisory firm headquartered in Carlsbad, CA. They manage $3,588,523,179 in 8,549 accounts and serve the financial needs of clients across 34 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,589
    MILLION
  • Total Number of Accounts
    8,549
    ACCOUNTS
  • Average Account Value
    $419,759
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)
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, DE, FL, GA, HI, IA, IL, IN, KS, LA, MA, MD, ME, MI, NC, NJ, NM, NV, NY, OH, OR, PA, PR, SC, SD, TN, TX, UT, VA, WA, WV

Financial Advisors at Axxcess Wealth Management, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Richard M. Blosser
CRD#: 1676712
1901 Avenue Of The Stars, Suite 217, Los Angeles, CA 90067

Richard Blosser (CRD# 1676712) is an Investment Advisor Representative working at Axxcess Wealth Management, LLC in Los Angeles, CA and has over 29 years of experience in the finance industry.

2
Bryan J. Goligoski
CRD#: 2752534
Santa Barbara, CA

Bryan Goligoski (CRD# 2752534) is an Investment Advisor Representative working at Axxcess Wealth Management, LLC in Santa Barbara, CA and has over 14 years of experience in the finance industry.

3
Scott E. Heinila
CRD#: 6740408
6005 Hidden Valley Road, Suite 290, Carlsbad, CA 92011

Scott Heinila (CRD# 6740408) 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.

4
James A. Milazzo
CRD#: 4009269
7400 W. 130th Street, Suite 230, Overland Park, KS 66221

James Milazzo (CRD# 4009269) is an Investment Advisor Representative working at Axxcess Wealth Management, LLC in Overland Park, KS and has over 22 years of experience in the finance industry.

5
Mark A. Sewalson
CRD#: 1177582
7400 West 130th Street, Suite 230, Overland Park, KS 66062

Mark Sewalson (CRD# 1177582) is an Investment Advisor Representative working at Axxcess Wealth Management, LLC in Overland Park, KS and has over 38 years of experience in the finance industry.

6
David K. Sowards
CRD#: 1475505
500 Corporate Landing, Suite 201, Charleston, WV 25301

David Sowards (CRD# 1475505) is an Investment Advisor Representative working at Axxcess Wealth Management, LLC in Charleston, WV and has over 18 years of experience in the finance industry. David Sowards 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.

7
Michael A. Marino
CRD#: 5938316
Denver, CO

Michael Marino (CRD# 5938316) is an Investment Advisor Representative working at Axxcess Wealth Management, LLC in Denver, CO and has 1 year of experience in the finance industry.

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