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| Axxcess Wealth Management LLC
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|---|---|
| CRD # | 164081 |
| SEC # | 801-76763 |
| CIK # | 0001911056 |
| AUM | 8,878.8 M (2026-03-31) |
| Employees | 72 (61% Investors, 14% Brokers) |
| Phone | 858-217-5347 |
| Address | 6005 Hidden Valley Road Carlsbad, CA 92011 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| iShares Comex Gold Trust | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Global MOFY Metaverse Ltd | 0.0 | ||
| Wal Mart Stores Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 7,359 | 2.0 |
| (b) Individuals (high net worth individuals) | 2,199 | 5.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 679 | 0.6 |
| (h) Charitable organizations | 18 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 7 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 95 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 26,039 | 8.9 |
| By Discretionary | ||
| Discretionary | 25,795 | 8.8 |
| Non-Discretionary | 244 | 0.1 |
| Total | 26,039 | 8.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 8.9 | |
| Total | 26,039 | 8.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001911056] | |
| SC 13G | [0001911056] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Axxcess Wealth Management LLC | PSQ Holdings Inc | [2024-02-12] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 7,181 |
| Serves | Institutional, Retail, Research |
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|
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