LP Profile

Axxcess Wealth Management

Also known as axxcess wealth

Wealth ManagerCarlsbad, United StatesFounded 2011
$3.4B
Assets Under Management
Carlsbad
Headquarters
Investment Focus

About Axxcess Wealth Management

Axxcess Wealth Management is an SEC-registered investment adviser in Carlsbad, California, founded in 2012. It oversees a platform worth multiple billions of dollars and offers wealth management and TAMP services. Private assets, namely real estate, private equity and private credit, are a central emphasis.

Preferred Investment Types

Real Estate - General

Preferred Sectors & Themes

Real EstateResidential Property Acquisition & DevelopmentIndustrial Property Acquisition & DevelopmentCommercial Property Acquisition & Development

Preferred Geographies

North America
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Axxcess Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$8.9B
Total Clients
26,039
Filing Date
March 31, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Axxcess Wealth Management?

Axxcess Wealth Management is a wealth manager based in Carlsbad, United States, managing approximately $3.4B in assets.

Where is Axxcess Wealth Management headquartered?

Axxcess Wealth Management is headquartered in Carlsbad, United States.

How much does Axxcess Wealth Management manage?

Axxcess Wealth Management manages approximately $3.4B in assets under management.

When was Axxcess Wealth Management founded?

Axxcess Wealth Management was founded in 2011.

What does Axxcess Wealth Management invest in?

Axxcess Wealth Management focuses on Real Estate - General, Real Estate, Residential Property Acquisition & Development, Industrial Property Acquisition & Development, Commercial Property Acquisition & Development.

How can I contact Axxcess Wealth Management?

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