SEC Form ADV · CIK 1911056

AXXCESS WEALTH MANAGEMENT, LLC

Registered Investment AdviserCA
$8.9B
Assets Under Management
26,039
Total Clients
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Registration Details

CIK
1911056
Accession
CRD-164081
Location
CARLSBAD, CA
Filing Date
March 31, 2026
AUM
$8.9B
Total Clients
26,039
Amendment
No

About this Adviser

AXXCESS WEALTH MANAGEMENT, LLC is a registered investment adviser headquartered in CARLSBAD, CA, managing approximately $8.9B in assets across 26,039 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.