AXXCESS WEALTH MANAGEMENT, LLC
CRD #164081 SEC #801-76763 CARLSBAD, CA (858) 217-5347
SEC Registered
Total AUM
$6.3B
Discretionary
$6.2B
Employees
86
Clients
101
Accounts
22,242
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $6.3B | $6.2B | $131.8M | 86 | 6,707 |
| May 2025 | $6.3B | $6.2B | $131.8M | 86 | 6,707 |
| Apr 2025 | $6.3B | $6.2B | $131.8M | 86 | 6,707 |
| Mar 2025 | $6.3B | $6.2B | $131.8M | 86 | 6,707 |
| Apr 2024 | $6.5B | $5.4B | $1.1B | 78 | 10,745 |
| Mar 2024 | $6.5B | $5.4B | $1.1B | 78 | 10,745 |
| Oct 2023 | $3.4B | $2.7B | $651.4M | 82 | 6,727 |
| Aug 2023 | $3.4B | $2.7B | $651.4M | 80 | 6,727 |
| Jun 2023 | $3.4B | $2.7B | $651.4M | 75 | 6,727 |
| Apr 2023 | $3.4B | $2.7B | $651.4M | 79 | 6,727 |
| Mar 2023 | $3.4B | $2.7B | $651.4M | 78 | 6,727 |
| Mar 2023 | $3.6B | $2.9B | $676.8M | 79 | 5,819 |
| Feb 2023 | $3.6B | $2.9B | $676.8M | 79 | 5,819 |
| Jan 2023 | $3.6B | $2.9B | $676.8M | 77 | 5,819 |
| Dec 2022 | $3.6B | $2.9B | $676.8M | 77 | 5,819 |
| Sep 2022 | $3.6B | $2.9B | $676.8M | 77 | 5,819 |
| Sep 2022 | $3.6B | $2.9B | $676.8M | 71 | 5,819 |
| Aug 2022 | $3.6B | $2.9B | $676.8M | 70 | 5,819 |
| Jul 2022 | $3.6B | $2.9B | $676.8M | 70 | 5,819 |
| May 2022 | $3.6B | $2.9B | $676.8M | 62 | 5,819 |
| Mar 2022 | $3.6B | $2.9B | $676.8M | 60 | 5,819 |
| Jan 2022 | $2.1B | $2B | $111.2M | 18 | 2,094 |
| Jan 2022 | $2.1B | $2B | $111.2M | 18 | 2,094 |
| Aug 2021 | $2.1B | $2B | $111.2M | 18 | 2,094 |
| Jun 2021 | $2.1B | $2B | $111.2M | 18 | 2,094 |
| Apr 2021 | $2.1B | $2B | $111.2M | 18 | 2,094 |
| Apr 2021 | $2.1B | $2B | $111.2M | 18 | 2,094 |
| Apr 2021 | $2.1B | $2B | $111.2M | 18 | 2,094 |
| Oct 2020 | $1.3B | $1B | $251.6M | 15 | 2,094 |
| Oct 2020 | $1.3B | $1B | $251.6M | 15 | 2,094 |
| Sep 2020 | $1.3B | $1B | $251.6M | 15 | 2,094 |
| Jun 2020 | $1.3B | $1B | $251.6M | 15 | 2,094 |
| Jun 2020 | $1.3B | $1B | $251.6M | 15 | 2,094 |
| May 2020 | $1.3B | $1B | $251.6M | 15 | 2,094 |
| Apr 2020 | $1.3B | $1B | $251.6M | 15 | 2,094 |
| Oct 2019 | $777.7M | $722.3M | $55.4M | 15 | 875 |
| Oct 2019 | $777.7M | $722.3M | $55.4M | 15 | 875 |
| Oct 2019 | $777.7M | $722.3M | $55.4M | 15 | 875 |
| Sep 2019 | $777.7M | $722.3M | $55.4M | 15 | 875 |
| Mar 2019 | $777.7M | $722.3M | $55.4M | 15 | 875 |
| Jul 2018 | $516.3M | $476.1M | $40.1M | 10 | 650 |
| May 2018 | $516.3M | $476.1M | $40.1M | 10 | 650 |
| May 2018 | $516.3M | $476.1M | $40.1M | 10 | 650 |
| Mar 2018 | $516.3M | $476.1M | $40.1M | 10 | 650 |
| Mar 2017 | $361.6M | $331M | $30.6M | 8 | 200 |
| Feb 2017 | $185.8M | $167.6M | $18.2M | 8 | 200 |
| Nov 2016 | $185.8M | $167.6M | $18.2M | 8 | 200 |
| Oct 2016 | $185.8M | $167.6M | $18.2M | 8 | 200 |
| Sep 2016 | $185.8M | $167.6M | $18.2M | 8 | 200 |
| Mar 2016 | $185.8M | $167.6M | $18.2M | 8 | 200 |
| Apr 2015 | $139.9M | $35M | $104.9M | 8 | 200 |
| Mar 2015 | $123.9M | $14.3M | $109.6M | 8 | 200 |
| Jan 2015 | $123.9M | $14.3M | $109.6M | 8 | 200 |
| Oct 2014 | $123.9M | $14.3M | $109.6M | 8 | 200 |
| Apr 2014 | $123.9M | $14.3M | $109.6M | 8 | 200 |
| Oct 2013 | $154.7M | $6.1M | $148.6M | 8 | 200 |
| Oct 2013 | $154.7M | $6.1M | $148.6M | 8 | 200 |
| Apr 2013 | $154.7M | $6.1M | $148.6M | 8 | 200 |
| Apr 2013 | $154.7M | $6.1M | $148.6M | 8 | 200 |
| Mar 2013 | $154.7M | $6.1M | $148.6M | 8 | 200 |
| Feb 2013 | $136.9M | $6.3M | $130.6M | 8 | 26 |
| May 2012 | $136.9M | $6.3M | $130.6M | -- | 26 |
DateAug 2025
Total AUM$6.3B
Discretionary$6.2B
Non-Disc.$131.8M
Employees86
Clients6,707
DateMay 2025
Total AUM$6.3B
Discretionary$6.2B
Non-Disc.$131.8M
Employees86
Clients6,707
DateApr 2025
Total AUM$6.3B
Discretionary$6.2B
Non-Disc.$131.8M
Employees86
Clients6,707
DateMar 2025
Total AUM$6.3B
Discretionary$6.2B
Non-Disc.$131.8M
Employees86
Clients6,707
DateApr 2024
Total AUM$6.5B
Discretionary$5.4B
Non-Disc.$1.1B
Employees78
Clients10,745
DateMar 2024
Total AUM$6.5B
Discretionary$5.4B
Non-Disc.$1.1B
Employees78
Clients10,745
DateOct 2023
Total AUM$3.4B
Discretionary$2.7B
Non-Disc.$651.4M
Employees82
Clients6,727
DateAug 2023
Total AUM$3.4B
Discretionary$2.7B
Non-Disc.$651.4M
Employees80
Clients6,727
DateJun 2023
Total AUM$3.4B
Discretionary$2.7B
Non-Disc.$651.4M
Employees75
Clients6,727
DateApr 2023
Total AUM$3.4B
Discretionary$2.7B
Non-Disc.$651.4M
Employees79
Clients6,727
DateMar 2023
Total AUM$3.4B
Discretionary$2.7B
Non-Disc.$651.4M
Employees78
Clients6,727
DateMar 2023
Total AUM$3.6B
Discretionary$2.9B
Non-Disc.$676.8M
Employees79
Clients5,819
DateFeb 2023
Total AUM$3.6B
Discretionary$2.9B
Non-Disc.$676.8M
Employees79
Clients5,819
DateJan 2023
Total AUM$3.6B
Discretionary$2.9B
Non-Disc.$676.8M
Employees77
Clients5,819
DateDec 2022
Total AUM$3.6B
Discretionary$2.9B
Non-Disc.$676.8M
Employees77
Clients5,819
DateSep 2022
Total AUM$3.6B
Discretionary$2.9B
Non-Disc.$676.8M
Employees77
Clients5,819
DateSep 2022
Total AUM$3.6B
Discretionary$2.9B
Non-Disc.$676.8M
Employees71
Clients5,819
DateAug 2022
Total AUM$3.6B
Discretionary$2.9B
Non-Disc.$676.8M
Employees70
Clients5,819
DateJul 2022
Total AUM$3.6B
Discretionary$2.9B
Non-Disc.$676.8M
Employees70
Clients5,819
DateMay 2022
Total AUM$3.6B
Discretionary$2.9B
Non-Disc.$676.8M
Employees62
Clients5,819
DateMar 2022
Total AUM$3.6B
Discretionary$2.9B
Non-Disc.$676.8M
Employees60
Clients5,819
DateJan 2022
Total AUM$2.1B
Discretionary$2B
Non-Disc.$111.2M
Employees18
Clients2,094
DateJan 2022
Total AUM$2.1B
Discretionary$2B
Non-Disc.$111.2M
Employees18
Clients2,094
DateAug 2021
Total AUM$2.1B
Discretionary$2B
Non-Disc.$111.2M
Employees18
Clients2,094
DateJun 2021
Total AUM$2.1B
Discretionary$2B
Non-Disc.$111.2M
Employees18
Clients2,094
DateApr 2021
Total AUM$2.1B
Discretionary$2B
Non-Disc.$111.2M
Employees18
Clients2,094
DateApr 2021
Total AUM$2.1B
Discretionary$2B
Non-Disc.$111.2M
Employees18
Clients2,094
DateApr 2021
Total AUM$2.1B
Discretionary$2B
Non-Disc.$111.2M
Employees18
Clients2,094
DateOct 2020
Total AUM$1.3B
Discretionary$1B
Non-Disc.$251.6M
Employees15
Clients2,094
DateOct 2020
Total AUM$1.3B
Discretionary$1B
Non-Disc.$251.6M
Employees15
Clients2,094
DateSep 2020
Total AUM$1.3B
Discretionary$1B
Non-Disc.$251.6M
Employees15
Clients2,094
DateJun 2020
Total AUM$1.3B
Discretionary$1B
Non-Disc.$251.6M
Employees15
Clients2,094
DateJun 2020
Total AUM$1.3B
Discretionary$1B
Non-Disc.$251.6M
Employees15
Clients2,094
DateMay 2020
Total AUM$1.3B
Discretionary$1B
Non-Disc.$251.6M
Employees15
Clients2,094
DateApr 2020
Total AUM$1.3B
Discretionary$1B
Non-Disc.$251.6M
Employees15
Clients2,094
DateOct 2019
Total AUM$777.7M
Discretionary$722.3M
Non-Disc.$55.4M
Employees15
Clients875
DateOct 2019
Total AUM$777.7M
Discretionary$722.3M
Non-Disc.$55.4M
Employees15
Clients875
DateOct 2019
Total AUM$777.7M
Discretionary$722.3M
Non-Disc.$55.4M
Employees15
Clients875
DateSep 2019
Total AUM$777.7M
Discretionary$722.3M
Non-Disc.$55.4M
Employees15
Clients875
DateMar 2019
Total AUM$777.7M
Discretionary$722.3M
Non-Disc.$55.4M
Employees15
Clients875
DateJul 2018
Total AUM$516.3M
Discretionary$476.1M
Non-Disc.$40.1M
Employees10
Clients650
DateMay 2018
Total AUM$516.3M
Discretionary$476.1M
Non-Disc.$40.1M
Employees10
Clients650
DateMay 2018
Total AUM$516.3M
Discretionary$476.1M
Non-Disc.$40.1M
Employees10
Clients650
DateMar 2018
Total AUM$516.3M
Discretionary$476.1M
Non-Disc.$40.1M
Employees10
Clients650
DateMar 2017
Total AUM$361.6M
Discretionary$331M
Non-Disc.$30.6M
Employees8
Clients200
DateFeb 2017
Total AUM$185.8M
Discretionary$167.6M
Non-Disc.$18.2M
Employees8
Clients200
DateNov 2016
Total AUM$185.8M
Discretionary$167.6M
Non-Disc.$18.2M
Employees8
Clients200
DateOct 2016
Total AUM$185.8M
Discretionary$167.6M
Non-Disc.$18.2M
Employees8
Clients200
DateSep 2016
Total AUM$185.8M
Discretionary$167.6M
Non-Disc.$18.2M
Employees8
Clients200
DateMar 2016
Total AUM$185.8M
Discretionary$167.6M
Non-Disc.$18.2M
Employees8
Clients200
DateApr 2015
Total AUM$139.9M
Discretionary$35M
Non-Disc.$104.9M
Employees8
Clients200
DateMar 2015
Total AUM$123.9M
Discretionary$14.3M
Non-Disc.$109.6M
Employees8
Clients200
DateJan 2015
Total AUM$123.9M
Discretionary$14.3M
Non-Disc.$109.6M
Employees8
Clients200
DateOct 2014
Total AUM$123.9M
Discretionary$14.3M
Non-Disc.$109.6M
Employees8
Clients200
DateApr 2014
Total AUM$123.9M
Discretionary$14.3M
Non-Disc.$109.6M
Employees8
Clients200
DateOct 2013
Total AUM$154.7M
Discretionary$6.1M
Non-Disc.$148.6M
Employees8
Clients200
DateOct 2013
Total AUM$154.7M
Discretionary$6.1M
Non-Disc.$148.6M
Employees8
Clients200
DateApr 2013
Total AUM$154.7M
Discretionary$6.1M
Non-Disc.$148.6M
Employees8
Clients200
DateApr 2013
Total AUM$154.7M
Discretionary$6.1M
Non-Disc.$148.6M
Employees8
Clients200
DateMar 2013
Total AUM$154.7M
Discretionary$6.1M
Non-Disc.$148.6M
Employees8
Clients200
DateFeb 2013
Total AUM$136.9M
Discretionary$6.3M
Non-Disc.$130.6M
Employees8
Clients26
DateMay 2012
Total AUM$136.9M
Discretionary$6.3M
Non-Disc.$130.6M
Employees--
Clients26