AXXCESS WEALTH MANAGEMENT, LLC
SEC RegisteredBUILT FOR HIGH NET-WORTH CLIENTS AND THE ADVISORS THAT SERVE THEM
About the firm
Axxcess Platform is built for upscale, experienced advisors serving high-net-worth clientele, designed to combine true alternative investments with traditional SMA strategies within a UMA/UMH framework. It serves as both an operational solution for advisors considering independence and a platform to enhance existing RIA practices.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
TAMP solutions, alternative investment platform, UMA/UMH strategies, Outsourced Chief Investment Officer, tax-aware enhanced management, retirement solutions, marketing solutions, Orion insourcing, advisor practice transitions, compliance and trading solutions, and RIA incubation
Who they serve
Experienced advisors including IARs, Independent RIAs, Broker Dealers, RIA Teams, and Wirehouse Breakaways serving high-net-worth clients
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 7,359 | $2.0B |
| High Net Worth Individuals | 2,199 | $5.9B |
| Charitable Organizations | 679 | $588M |
| State/Municipal Entities | 18 | — |
| Insurance Companies | 7 | — |
7,181 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
42 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Wealth Management / Customized Portfolio Platform | 0.15% |
| Wealth Management / Customized Portfolio Platform | 2.00% |
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Find an advisor that fits
Search AdvisorFinder's marketplace to compare financial advisors by specialty, location, fees, and more.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. AXXCESS WEALTH MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.