Axxcess Wealth Management, LLC
● SEC registered since 2012CRD 164081SEC# 801-76763Carlsbad, CA
Reg. AUM
$8.88B
Employees
72
Accounts
26,039
Location
Carlsbad, CA
Axxcess Wealth Management, LLC assets under management
Axxcess Wealth Management, LLC is an investment advisory firm registered with the SEC based in Carlsbad, CA. The firm has been registered since 2012. It reports $8.9 billion in regulatory assets under management and employs 72 people.
Axxcess Wealth Management, LLC owners & executives
11 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Fowler Thomas | Passive Investor | Under 5% | 2023 |
| Cory Persson | Passive Investor | Under 5% | 2023 |
| Jonathan Daniel Brackmann | Chief Operating Officer | Under 5% | 2024 |
See all 11 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Axxcess Wealth Management, LLC manage?
Axxcess Wealth Management, LLC reports $8.9 billion in regulatory assets under management on its Form ADV.
How many employees does Axxcess Wealth Management, LLC have?
Axxcess Wealth Management, LLC reports 72 employees.
Where is Axxcess Wealth Management, LLC located?
Axxcess Wealth Management, LLC is based in Carlsbad, CA and has been SEC-registered since 2012.
Does Axxcess Wealth Management, LLC disclose fund performance?
Axxcess Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6005 Hidden Valley Road, Suite 290, Carlsbad, CA 92011 |
| Phone | (858) 217-5347 |
| Fax | (443) 296-0458 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1911056 |
| Discloses disciplinary history | No |
Regulatory AUM
$8.88B▲ 40%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 9%
Larger than 91% of 16,271 advisers
EmployeesTop 9%
More than 91% of 16,825 advisers
Assets under management
$8.88Bregulatory AUM
Discretionary $8.79BNon-discretionary $83.8M