Axxcess Wealth Management is an investment advisor in Carlsbad with $3.40 bn assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
352436156
SEC advisor number
801-76763
FINRA CRD number
164081
AUM ?
$6.47 bn
(as of 28 Mar 24)
Accounts
24,090
(as of 28 Mar 24)
Employees
78
(44 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
SC 13G
PSQ Holdings, Inc.
12 Feb 24
13F-HR
Quarterly holdings report by institutional manager
6 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
8 Aug 23
13F-HR
Quarterly holdings report by institutional manager
3 May 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
16 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
11 Aug 22
13F-HR
Quarterly holdings report by institutional manager
11 Aug 22