AXXCESS WEALTH MANAGEMENT, LLC

6005 Hidden Valley Road
Suite 290
Carlsbad, California 92011
Tel: (858) 217-5347

About AXXCESS WEALTH MANAGEMENT, LLC

AXXCESS WEALTH MANAGEMENT, LLC, formally registered with the SEC as AXXCESS WEALTH MANAGEMENT, LLC. The firm was established in 06/06/2012. They have over 29 offices throughout the country.

AXXCESS WEALTH MANAGEMENT, LLC is a Carlsbad, California based Financial Planning firm with nearly $6,470,763,788 assets under management, offering retirement planning & investment advisory services to 24090 clients. The firm is staffed with 78 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	164081
SEC#	801-76763
Assets Managed by Firm	$6,470,763,788
No. of Clients	24090
No. of Advisors	78

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	24090	$6,470,763,788
Individuals (other than high net worth individuals)	8448	$2,345,389,882
High net worth individuals	1105	$3,401,609,197
Pension and profit sharing plans	1055	$396,967,458
Charitable organizations	24	$48,215,765
Other investment advisers	Fewer than 5 clients	$781,435
Corporations or other businesses	107	$276,731,518

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