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| Happy Holidays!! thanks for using AUM13F!! |
| Axxcess Wealth Management LLC
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| CRD # | 164081 |
| SEC # | 801-76763 |
| CIK # | 0001911056 |
| AUM | $6.3 B (2025-05-08) |
| Employees | 86 (60% Investors, 12% Brokers) |
| Phone | 858-217-5347 |
| Address | 6005 Hidden Valley Road Carlsbad, CA 92011 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001911056 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| iShares Comex Gold Trust | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| Facebook Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Netflix Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6,700 | 2.3 |
| (b) Individuals (high net worth individuals) | 1,181 | 3.1 |
| (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 | 718 | 0.5 |
| (h) Charitable organizations | 21 | 0.1 |
| (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 | 99 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 22,242 | 6.3 |
| By Discretionary | ||
| Discretionary | 21,993 | 6.2 |
| Non-Discretionary | 249 | 0.1 |
| Total | 22,242 | 6.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.3 | |
| Total | 22,242 | 6.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 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] |
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|---|---|---|
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PA | 6.7 |
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Thrivent Advisor Network LLC
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MN | 6.6 |
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NorthRock Partners LLC
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Fidelity Institutional Wealth Adviser LLC
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TD Private Client Wealth LLC
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Richmond Capital Management Inc
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VA | 6.1 |
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Andersen Tax LLC
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VA | 6.1 |
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GYL Financial Synergies LLC
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CT | 6.1 |