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AXXCESS WEALTH MANAGEMENT, LLC
CRD 164081 · SEC 801-76763
6005 HIDDEN VALLEY ROAD, SUITE 290, CARLSBAD, CA, 92011, United States
Phone
(858) 217-5347
Fax
(443) 296-0458
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$8.88B
Discretionary AUM
$8.79B
Team
72 total employees; 44 advisory reps; 7181 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 7359 | $1.96B |
| High net worth individuals | 2199 | $5.94B |
| Pension/profit sharing plans | 679 | $587.5M |
| Charitable organizations | 18 | $45.3M |
| Other investment advisers | 7 | $5.8M |
| Corporations/business entities | 95 | $338.8M |
States served
AZ, AR, CA, CO, DE, GA, ID, IL, IN, IA, KS, KY, LA, MD, MA, MI, MN, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, PR, SC, TN, UT, VA, WV, WI, MO, WA, TX, HI, CT, FL, SD
All web addresses on file
- https://www.axxcesswealth.com/
- https://jpeasley.com
- https://axxcessplatform.com
- https://magnoliacapitalmgmt.com
- https://www.linkedin.com/company/axxcess-wealth-management/
- https://donahughwealth.com/
- https://www.facebook.com/axxcesslink/
- https://twitter.com/AxxcessLink?lang=en
- https://www.lawealthadvisors.com
- https://zandbergengroup.com
- https://www.linkedin.com/company/e&efinancialservicesinc./
- https://ambrosiniwealth.com/
- https://www.lifetimewealthsolutions.com
- http://www.collierswm.com/
- https://www.linkedin.com/company/96621617
- https://vandaliawealth.com/
- https://sewalsonmilazzo.com/
- https://axxcesslink.com
- https://eandefinancial.com
- https://ocpartners.us/
- https://investatewealth.com/
Official SEC filing: View on IAPD