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Building 2AXXCESS WEALTH MANAGEMENT, LLC

Map pinCARLSBAD, CA
Phone(858) 217-5347
NotebookSEC #801-76763
Total AUM
$8.9B
Employees
72
Clients
10,358

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6005 HIDDEN VALLEY ROAD
SUITE 290
CARLSBAD
CA 92011
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
(858) 217-5347
Other Offices
26

ReceiptFinancials

Total AUM
$8.9B
Accounts
26,039
Discretionary
$8.8B
Accounts
25,795
Non-Discretionary
$83.8M
Accounts
244

ContactClients

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Individual Clients
7,359
AUM
$2B
HNW Individual Clients
2,199
AUM
$5.9B
Pension/Profit Sharing Plan Clients
679
AUM
$587.5M
Charitable Organization Clients
18
AUM
$45.3M
Government Entity Clients
1
AUM
$870K
Investment Advisor Clients
7
AUM
$5.8M
Corporation or Business Clients
95
AUM
$338.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
ARAZCACOCTDEFLGAHIIAIDILINKSKYLAMAMDMIMNMONCNENJNMNVNYOHOKORPAPRSCSDTNTXUTVAWAWIWV

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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