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Firm profile

Axxets Wm

AVENTURA, FLCRD 340858Registration Status: ApprovedEffective since May 7, 2026Latest ADV July 20, 2026

Axxets Wm is an SEC registered investment adviser organized as a limited liability company with a primary office location in Aventura, FL. Its latest Form ADV filing, dated July 20, 2026, reports $101M in regulatory assets under management, 5 employees, and 12 accounts.

Assets Under Management
$101M
Employees
5
Offices
--
Total Clients
5
Primary office
AVENTURA, FL
2920 NE 207 ST, UNIT 804, AVENTURA, FL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCOJuan C. Riera
COODaniela Brener

Advisory services offered

3 types reported
Other advisory services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Other fee arrangements
Sources checked Aug 22, 2026

Client Coverage Demographics

Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
5

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$101Mas of July 20, 2026
Discretionary100.0%
$101M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$101M
Total Accounts12
10Y AUM Change+$101M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees5
Clients per Employee1:1
10Y Employee Change+2 (+66.7%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.