Axxcess Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Carlsbad, CA. Its latest Form ADV filing, dated March 31, 2026, reports $8.9B in regulatory assets under management, 72 employees, 26 offices, and 26,039 accounts.
Assets Under Management
$8.9B
Employees
72
Offices
26 offices
Total Clients
10,357
Primary office
CARLSBAD, CA
6005 HIDDEN VALLEY ROAD, SUITE 290, CARLSBAD, CA, United States
Top client segmentIndividuals represent 71.1% of total clients.
Top client categories% of clientsClients
1
Individuals
71.1%
7,359
2
HNWI
21.2%
2,199
3
Pension Plans
6.6%
679
4
Corporations
0.9%
95
5
Charitable
0.2%
18
Categories with <5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$8.9Bas of March 31, 2026
Discretionary99.1%
$8.8B
99% of total RAUM99.1%
Non-discretionary0.9%
$84M
1% of total RAUM0.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$8.9B
Total Accounts26,039
10Y AUM Change+$8.5B (+2355.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees72
Clients per Employee144:1
10Y Employee Change+64 (+800.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.