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 11 - 19 of 19 top financial advisors.
11
Justin M. Bonavitacola
CRD#: 5442755
500 Corporate Landing, Suite 201, Charleston, WV 25311

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.

12
Matthew C. Burbank
CRD#: 6921297
11845 S 700 E, Suite 201, Draper, UT 84020

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.

13
Caleb J. Casto
CRD#: 6935244
6005 Hidden Valley Road, Suite 290, Carlsbad, CA 92011

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.

14
Michael D. Cavendish
CRD#: 1029421
101 N. Kanawha St, Suite 301, Beckley, WV 25801

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.

15
Christopher H. Donahugh
CRD#: 2778176
6005 Hidden Valley Road, Suite 290, Carlsbad, CA 92011

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.

16
Frederick J. Karma
CRD#: 5403852
9255 Towne Centre Drive, Suite 805, San Diego, CA 92121

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.

17
Jonathan D. Lugo
CRD#: 6244843
6005 Hidden Valley Road, Suite 290, Carlsbad, CA 92011

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.

18
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.

19
Juan Munoz
CRD#: 6258887
3636 Nobel Drive, Suite 440, San Diego, CA 92122

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.

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