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
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.
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.
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.
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.
John Jenkins (CRD# 1163851) is an Investment Advisor Representative working at Axxcess Wealth Management, LLC in San Diego, CA and has over 36 years of experience in the finance industry.
Richard Leu (CRD# 4724262) 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.
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.
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.
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.
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.