AXXETS WM

RIASEC RegisteredEst. 2026
Total AUM
Avg account
$0
Accounts
0
Employees
3
Advisory reps
2

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • ASLAN HARARI

    CRD 8229192

  • JUAN RIERA

    PresidentCRD 2326717

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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
20000 E Country Club Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth