Axxcess Wealth Management LLC

Overview

Axxcess Wealth Management LLC is a wealth management firm based in Carlsbad, California, offering a comprehensive array of financial planning and investment services. The firm provides personalized solutions to high-net-worth individuals, families, and businesses, focusing on customized wealth management strategies that align with clients' unique financial goals. Their services include investment management, financial planning, and advisory services tailored to each client's needs. The firm's investment approach encompasses a wide range of asset classes, including private equity, real estate, hedge funds, fixed income, commodities, crypto, ESG and impact investing, venture capital, infrastructure, collectibles and art, distressed and special situations. They cater to various investment stages, from pre-seed to distressed situations, and have a geographical focus primarily in the United States. Axxcess Wealth Management serves diverse industries such as financial services, technology, healthcare, real estate, manufacturing, healthcare, real estate, mortgage, non-profit, education, venture capital, law, energy, retail, and consumer goods. Axxcess Wealth Management LLC was founded in 2011 and has grown to manage over $11 billion in assets, serving more than 35,000 accounts and 180 platform users. The firm offers a stand-alone or platform solution to fulfill growth and technology requirements, providing advisors with open architecture and a full array of wealth management and investment advisory services. Their Axxcess Customized Portfolio Platform (ACPP) is designed to meet the needs of accredited investors and family offices, addressing the unique challenges faced by investors at different levels of wealth and complexity. Advisory services provided by Axxcess Wealth Management, LLC (AWM), an Investment Adviser registered with the SEC. Advisory services are only offered to clients or prospective clients where Axxcess Wealth Management, LLC and its Investment Advisor Representatives are properly licensed or exempt from registration. For complete disclosures please visit: Privacy Policy\nFirm FAQ’s\nIAPD\nHow performance is calculated and communicated to you.\nClient Relationship Summary\nForm ADV Part 2A\nDisclosures

Investment Focus

• Accredited investors
• Family offices
• High-net-worth individuals
• Businesses
• Charitable organizations
• Retirement plans
• State/municipal government entities
• Other investment advisors
• Broker-dealers
• Financial professionals