Axxets Wm
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities50%
- Investment Grade Corp Bonds28%
- Non-Investment Grade Corp Bonds10%
- Public Funds/Mutual Funds7%
- Cash & Cash Equivalents4%
Owners & executives
1 of 1Aslan Harari
Chief Executive Officer and Co-FounderCRD 8229192
Contacts
3 of 3
Juan Riera
PresidentCRD 2326717

Jose Cova
Director, Portfolio ManagerCRD 6219273
Daniela Brener
CRD 8229199
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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