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AXXCESS WEALTH MANAGEMENT, LLC
AXXCESS WEALTH MANAGEMENT, LLC
CARLSBAD, California
·
7 registered advisors
·
CRD# 164081
SEC# 801-76763
28
(858) 217-5347
01
Firm Overview
AUM
$6.5B
Regulatory assets under management
Employees
78
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at AXXCESS WEALTH MANAGEMENT, LLC
7 registered advisors
Andrew Fowler Thomas
CARLSBAD, California
CRD# 4278972
Cory Persson
CARLSBAD, California
CRD# 6281131
Jonathan Daniel Brackmann
CARLSBAD, California
CRD# 4075152
Kevin William Manzo
CARLSBAD, California
CRD# 5277204
Marguerite Marie Waters
CARLSBAD, California
CRD# 7719528
Michael Loren Seid
CARLSBAD, California
CRD# 2872749
Richard James Waters
CARLSBAD, California
CRD# 7719525
05
Office Locations
CARLSBAD, California
7 advisors
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Data sourced from SEC Form ADV filings. AXXCESS WEALTH MANAGEMENT, LLC (CRD# 164081) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.