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AXXCESS WEALTH MANAGEMENT, LLC
CRD 164081File 801-76763
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$8.88B
Top 10% of cohort (national)
Discretionary AUM
$8.79B
Non-discretionary $83.8M
Clients
10,357
26,039 accounts
Employees
72
Top 10% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Jun 6, 2012
- Principal office
- 6005 HIDDEN VALLEY ROAD, SUITE 290, CARLSBAD, CA, 92011
- Phone
- (858) 217-5347
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $8.88B
- Discretionary AUM
- $8.79B
- Non-discretionary AUM
- $83.8M
- Discretionary accounts
- 25,795
- Non-discretionary accounts
- 244
- Total accounts
- 26,039
- AUM per client
- $857K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 95 | $338.8M |
| Charitable organizations | 18 | $45.3M |
| Other investment advisers | 7 | $5.8M |
| High net worth individuals | 2,199 | $5.94B |
| Pension and profit sharing plans | 679 | $587.5M |
| State or municipal government entities | Fewer than 5 | $870K |
| Individuals (other than high net worth individuals) | 7,359 | $1.96B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.