Axxcess Wealth Management, LLC

Axxcess Wealth Management, LLC (CRD# 164081) is a financial advisory firm headquartered in Carlsbad, CA. They manage $3,399,618,044 in 9,690 accounts and serve the financial needs of clients across 41 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,400
    MILLION
  • Total Number of Accounts
    9,690
    ACCOUNTS
  • Average Account Value
    $350,838
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Axxcess Wealth Management, LLC
Showing 1 - 10 of 19 top financial advisors.
1
Jonathan D. Brackmann
CRD#: 4075152
6005 Hidden Valley Road, Suite 290, Carlsbad, CA 92011

Jonathan Brackmann (CRD# 4075152) is an Investment Advisor Representative working at Axxcess Wealth Management, LLC in Carlsbad, CA and has over 23 years of experience in the finance industry.

2
Alan D. Grismore
CRD#: 6568597
6005 Hidden Valley Road, Suite 290, Carlsbad, CA 92011

Alan Grismore (CRD# 6568597) 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.

3
Jaime G. Hefner
CRD#: 2645907
6005 Hidden Valley Road, Suite 290, Carlsbad, CA 92011

Jaime Hefner (CRD# 2645907) is an Investment Advisor Representative working at Axxcess Wealth Management, LLC in Carlsbad, CA and has over 19 years of experience in the finance industry.

4
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 6 years of experience in the finance industry.

5
Richard A. Leu
CRD#: 4724262
680 E. Colorado Blvd., Suite 180 & 2nd Floor, Pasadena, CA 91101

Richard Leu (CRD# 4724262) is an Investment Advisor Representative working at Axxcess Wealth Management, LLC in Pasadena, CA and has over 19 years of experience in the finance industry.

6
James A. Milazzo
CRD#: 4009269
7400 W. 130th Street, Suite 230, Overland Park, KS 66213

James Milazzo (CRD# 4009269) is an Investment Advisor Representative working at Axxcess Wealth Management, LLC in Overland Park, KS and has over 24 years of experience in the finance industry.

7
Todd D. Quinn
CRD#: 4254170
6005 Hidden Valley Road, Suite 290, Carlsbad, CA 92011

Todd Quinn (CRD# 4254170) 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
Michael L. Seid
CRD#: 2872749
6005 Hidden Valley Road, Suite 290, Carlsbad, CA 92011

Michael Seid (CRD# 2872749) is an Investment Advisor Representative working at Axxcess Wealth Management, LLC in Carlsbad, CA and has over 26 years of experience in the finance industry.

9
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 40 years of experience in the finance industry.

10
Monica K. Szakos
CRD#: 5914794
6005 Hidden Valley Road, Suite 290, Carlsbad, CA 92011

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.

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