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Axxcess Wealth Management

EST. AUM
$8,878,796,013

CONTACTS
13

CLIENT ACCOUNTS
26,039

Firm Details

Metro area San Diego
CRD Number 164081
Website axxcesswealth.com
Client types

Overview

Axxcess is a Registered Investment Advisor with the SEC. The Axxcess platform is built for the experienced Advisor looking to improve its current RIA platform, or as an operational solution for a high-caliber professional thinking of going independent and seeking a seamless transition. They offer Advisors open architecture, with a full array of wealth management and investment advisory services to move practices upstream. Axxcess combines true alternatives like: private equity, private credit, hedge funds, and directed real estate alongside traditional SMA strategies.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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