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AXXCESS WEALTH MANAGEMENT, LLC
CRD 164081File 801-76763
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 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
- Website
- https://axxcesslink.com
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 86 | 72 | decreased by14 |
| Apr 1, 2026 | Clients | 8,726 | 10,357 | increased by1,631 |
| Apr 1, 2026 | AUM | $6,329,396,180 | $8,878,796,013 | increased by$2,549,399,833 |
| Apr 1, 2026 | Accounts | 22,242 | 26,039 | increased by3,797 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 77 | 86 | increased by9 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 4,581 | 8,726 | increased by4,145 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $3,588,523,179 | $6,329,396,180 | increased by$2,740,873,001 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 8,549 | 22,242 | increased by13,693 |
| Oct 1, 2022 | Employees | 70 | 77 | increased by7 |
| Aug 1, 2022 | Employees | 62 | 70 | increased by8 |
| Jun 1, 2022 | Employees | 60 | 62 | increased by2 |
| Apr 1, 2022 | Employees | 18 | 60 | increased by42 |
| Apr 1, 2022 | Custody | No | Yes | |
| Apr 1, 2022 | Clients | 6,382 | 4,581 | decreased by1,801 |
| Apr 1, 2022 | AUM | $2,096,679,172 | $3,588,523,179 | increased by$1,491,844,007 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “AXXCESS WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“AXXCESS WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.