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
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.