AXXETS WM
Firm details
- Headquarters
- AVENTURA, Florida
- CRD number
- 340858
- Registered since
- May 7, 2026
- Fee structure
- Percentage of AUM, Other
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Axxets Wm is a newly formed limited liability company that registered with the SEC in 2026. The firm is listed as an unclassified adviser and is organized with a mix of owner types (domestic entity, foreign entity and individual). Its advisory mandate focuses on discretionary portfolio management for both individuals and small businesses as well as for business or institutional clients. Axxets Wm charges fees on a percentage-of-AUM basis and may apply other fee arrangements as well. It is not designated as a capital allocator, it does not identify as an active ESG investor, and it is not flagged as a multi-state adviser. The firm is affiliated broadly as an “Other Investment Adviser.”
Assets & Accounts
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
Contacts
2 of 2ASLAN HARARI
CRD 8229192
JUAN RIERA
PresidentCRD 2326717
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
- 20000 E Country Club Dr
- Time zone
- ET (UTC-5)
- Office locations
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