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).
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Total Assets Under Management3,400MILLION
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Total Number of Accounts9,690ACCOUNTS
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Average Account Value$350,838
- 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
Justin Bonavitacola (CRD# 5442755) is an Investment Advisor Representative working at Axxcess Wealth Management, LLC in Charleston, WV and has over 16 years of experience in the finance industry.
Matthew Burbank (CRD# 6921297) is an Investment Advisor Representative working at Axxcess Wealth Management, LLC in Draper, UT and has 1 year of experience in the finance industry.
Caleb Casto (CRD# 6935244) 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.
Michael Cavendish (CRD# 1029421) is an Investment Advisor Representative working at Axxcess Wealth Management, LLC in Beckley, WV and has over 42 years of experience in the finance industry.
Christopher Donahugh (CRD# 2778176) is an Investment Advisor Representative working at Axxcess Wealth Management, LLC in Carlsbad, CA and has over 27 years of experience in the finance industry.
Frederick Karma (CRD# 5403852) is an Investment Advisor Representative working at Axxcess Wealth Management, LLC in San Diego, CA and has 1 year of experience in the finance industry.
Jonathan Lugo (CRD# 6244843) 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.
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.
Juan Munoz (CRD# 6258887) is an Investment Advisor Representative working at Axxcess Wealth Management, LLC in San Diego, CA and has over 10 years of experience in the finance industry.