Axxcess Wealth Management, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

164081

SEC number

801-76763

Firm type

RIA

Assets under management

$8.9B as of Mar 31, 2026

Website

www.axxcesswealth.com ↗

Phone

(858) 217-5347

Address

6005 Hidden Valley Road, Carlsbad, CA, 92011

Advisors at this firm

31 in our index · page 1 of 1

• Benjamin Lancelot AmbrosiniCRD 7251477 · Camas, WA
  IA Registered
• Jeffrey Douglas AndersonCRD 3193243 · Carlsbad, CA
  IA RegisteredRegistration inactive
• Jonathan Daniel BrackmannCRD 4075152 · Scottsdale, AZ
  IA RegisteredRegistration inactive
• Meris Arel CollierCRD 5100936 · Seattle, WA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Steven Delmon ClementCRD 7334310 · Pasadena, CA
  IA Registered
• Christopher Harmon DonahughCRD 2778176 · Laguna Niguel, CA
  IA Registered
• Mitchell J DunnCRD 6714099 · Newport Beach, CA
  IA RegisteredRegistration inactive
• Jennifer Polkinghorn EasleyCRD 1200412 · La Quinta, CA
  IA RegisteredRegistration inactive
• Kyra M EasleyCRD 7162292 · Seattle, WA
  IA Registered
• Wyatt Forrest GibbsCRD 7335890 · Laguna Beach, CA
  IA RegisteredRegistration inactive
• Alexandra Marie GillCRD 7907033 · Newport Beach, CA
  IA RegisteredRegistration inactive
• Jaime Gwenn HefnerCRD 2645907 · Phoenix, AZ
  IA RegisteredRegistration inactive
• Scott Edward HeinilaCRD 6740408 · Northlake, TX
  IA RegisteredRegistration inactive
• Anthony William KakukCRD 7655514 · Laguna Beach, CA
  IA RegisteredRegistration inactive
• Richard Alexander LeuCRD 4724262 · Pasadena, CA
  IA Registered
• Jonathan Dominic LugoCRD 6244843 · Laguna Beach, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Kevin William ManzoCRD 5277204 · Carlsbad, CA
  IA RegisteredRegistration inactive
• Deron T MccoyCRD 2641428 · Pacific Palisades, CA
  IA RegisteredRegistration inactive
• James Anthony MilazzoCRD 4009269 · Overland Park, KS
  IA RegisteredRegistration inactive
• David Forrest MillheimCRD 4886136 · Ogden, UT
  IA RegisteredRegistration inactive
• Dennis Wayne ManzoCRD 6917642 · Brea, CA
  IA Registered
• Cory PerssonCRD 6281131 · Carlsbad, CA
  IA Registered
• Timothy Taylor RickeyCRD 6856099 · Laguna Beach, CA
  IA RegisteredRegistration inactive
• Adrienne RivettCRD 5814820 · Scottsdale, AZ
  IA Registered
• Eric Allen SamsCRD 5722993 · San Diego, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Michael Loren SeidCRD 2872749 · Carlsbad, CA
  IA RegisteredRegistration inactive
• Mark Allen SewalsonCRD 1177582 · Overland Park, KS
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Andrew Fowler ThomasCRD 4278972 · Baton Rouge, LA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Lauren Marie VanveelenCRD 5483377 · Goleta, CA
  IA Registered
• Mariah Yvonne WiselyCRD 6809443 · Brea, CA
  IA Registered
• Bart Adrian ZandbergenCRD 2290066 · Laguna, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.