Axxcess Wealth Management, LLC

RIASEC RegisteredEst. 2012

Total AUM

$8.9B

Discretionary

$8.8B

99% of AUM

Avg account

$341K

Accounts

26,039

Employees

72

Advisory reps

38

Firm details

Headquarters: Carlsbad, California
CRD number: 164081
Registered since: June 6, 2012
Website: www.axxcesswealth.com
Custodians: LPL FINANCIAL LLC, CHARLES SCHWAB & CO., INC., WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: HNWI66.92%
Individuals22.06%
Pension & Profit Sharing Plans6.62%
Corporations / Businesses3.82%
Charitable Organizations0.51%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Axxcess Wealth Management, LLC is an independent registered investment adviser formed in 2012 and organized as an LLC. The firm serves both individual and family clients as well as institutional accounts and describes itself as a capital allocator that sources and places capital with third-party managers. Its advisory services span financial planning, portfolio management for individuals and businesses, pension consulting and manager selection, along with educational seminars and workshops. Fee arrangements are flexible and include percentage-of-AUM billing, hourly and fixed fees, and performance-based structures. The firm was recognized by FA Magazine as a Top RIA Firms honoree in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds56%
Exchange Traded Equities28%
Cash & Cash Equivalents7%
US Government Bonds2%
State & Local Bonds2%

Owners & executives

3 of 7

Ian Mcilvaine
CIO & CEOCRD 5810481
Meris Collier
Financial Advisor and CEOCRD 5100936
Andrew Thomas
Founder and CEOCRD 4278972

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Contacts

3 of 31

Eric Sams
FounderCRD 5722993
Adrienne Rivett
Director of Platform ServicesCRD 5814820
Kevin Manzo
Financial AdvisorCRD 5277204

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 654

Active vs passive

$5.1B in ETFs

Passive

77%

$3.9B

Active

21%

$1.2B

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD LARGE-CAP INDEX FUND (VV)	Vanguard	Passive	Large Blend	$349M	1,014,136	6.80%

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Primary office

Carlsbad, CA

San Diego

Location

Carlsbad, CA

Headquartered in Carlsbad, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.

Metro area: San Diego-Chula Vista-Carlsbad, CA
Region: West
County: San Diego
Address: 6005 Hidden Valley Rd
Time zone: PT (UTC-8)
Office locations

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