Assets Under Management
$6.3B
Number of Clients
8,726
Number of Advisors
41
Average Client AUM
$725K
AUM per Advisor
$154.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Axxcess Wealth Management offers tailored wealth management, financial planning, and consulting services. They provide discretionary and non-discretionary investment management, retirement plan design, and estate planning. They also offer a TAMP platform for other advisors. AWM serves individuals, high-net-worth individuals, and institutions.
6005 Hidden Valley Road, Suite 290, Carlsbad, CA, 92011