Axxets Wm

RIASEC RegisteredEst. 2026
Total AUM
$101M
Discretionary
$101M
100% of AUM
Avg account
$8.4M
Accounts
12
Employees
5
Advisory reps
4

Firm details

Headquarters
Aventura, Florida
CRD number
340858
Registered since
May 7, 2026
Custodians
J.P. MORGAN SECURITIES INC., MORGAN STANLEY & CO. LLC
Fee structure
Percentage of AUM, Other
Client types
  • HNWI100%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Axxets Wm is organized as a limited liability company and is listed as an SEC-registered investment adviser (registered in 2026). The firm’s client base is individual and family clients, and its advisory activity centers on discretionary portfolio management for individuals and small businesses as well as for businesses or institutions. Compensation is primarily a percentage-of-assets-under-management fee. The firm does not identify as an active ESG investor and is not described as a multi-state or pension consultant adviser. The regulatory filing classifies the firm as “unclassified” and notes its industry affiliation as an Other Investment Adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 50%, Investment Grade Corp Bonds 28%, Non-Investment Grade Corp Bonds 10%, Public Funds/Mutual Funds 7%, Cash & Cash Equivalents 4%, Other 1%50%
  • Exchange Traded Equities50%
  • Investment Grade Corp Bonds28%
  • Non-Investment Grade Corp Bonds10%
  • Public Funds/Mutual Funds7%
  • Cash & Cash Equivalents4%

Owners & executives

1 of 1
  • Aslan Harari

    Chief Executive Officer and Co-FounderCRD 8229192

Contacts

3 of 3
  • Juan Riera

    Juan Riera

    PresidentCRD 2326717

  • Jose Cova

    Jose Cova

    Director, Portfolio ManagerCRD 6219273

  • Daniela Brener

    CRD 8229199

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Aventura, FL

Miami Dade

Location

Aventura, FL

Headquartered in Aventura, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
2920 Ne 207th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth