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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 filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 3 is a Client Relationship Summary (Form CRS) – a short form, plain-english description of advisory services for investment clients.

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