David Forrest Millheim

Axxcess Wealth Management, LLC

4 Years of Experience

Sells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners

Axxcess Wealth Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

41 advisors

Number of Clients

8,726 clients

Average Client Portfolio

$725K average

Assets Under Management

$6.3B

Fee Structure

Financial Planning:Included in AUM fee

Location

6005 Hidden Valley Road, Suite 290, Carlsbad, CA, 92011

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

David works as an insurance agent since 2019, selling life, accident, and health insurance. This activity is not investment-related.

Employment History

Current Registrations

Axxcess Wealth Management, LLC

August 2024 - Present · 1 yr 6 mos

Previous Registrations

P.J. Robb Variable CorporationBroker

January 2018 - November 2018 · 10 mos

Metlife Securities INC.Broker

December 2012 - January 2013 · 1 mo

Wells Fargo Advisors, LLCBroker

October 2011 - August 2012 · 10 mos

Great American Advisors, INC.Broker

January 2006 - February 2007 · 1 yr 1 mo

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.