Axxcess Wealth Management Revenue
Financial Services • 
Carlsbad, California, United States • 21-50 Employees
Axxcess Wealth Management revenue & valuation
| Annual revenue | $2,481,095 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $8,000,000 |
| Total funding | No funding |
Key Contacts at Axxcess Wealth Management
Adrienne Rivett
Director - Platform Services
Jon Brackmann
Managing Director
Jeff Anderson
Director Of Portfolio Solutions
Vanessa Turner
Director Of Platform Marketing
Alix Stanley
Director Of Trade Operations
Danielle Fasse
Director Of Platform Support
Matt Merrill
Associate Director - Operations
Everardo Martinez
Director Of Operations
Ana Procel Mba Cpc
Associate Billing Director
Michael Seid
Financial Director
Company overview
| Headquarters | 6005 Hidden Valley Rd, Suite290, Carlsbad, CA 92011, US |
| Phone number | +18582175347 |
| Website | |
| NAICS | 52 |
| Keywords | Wealth Management, Finance Management, Retirement Specialist |
| Employees | 21-50 |
| Socials |
Axxcess Wealth Management Email Formats
Axxcess Wealth Management uses 5 email formats. The most common is {first initial} (e.g., j@axxcesswealth.com), used 64.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@axxcesswealth.com | 64.7% |
{first name} | john@axxcesswealth.com | 11.8% |
{first name}{last name} | johndoe@axxcesswealth.com | 11.8% |
{first initial}{last name} | jdoe@axxcesswealth.com | 5.9% |
{last name} | doe@axxcesswealth.com | 5.9% |
About Axxcess Wealth Management
The purpose of our firm is to deliver wealth management advice, investment management services, and capital allocation strategy to family offices, business owners, and high net worth clients. We focus on investment and wealth management solutions by approaching each client individually. We do not manage a one size fits all model portfolio for clients. Instead, our clients receive sensible, effective advice, along with a firm commitment to collaborate with other professional advisers. We offer clients open architecture, with a full array of wealth management and investment advisory services. Our customized investment strategies offer investors a stand-alone solution to fulfill a specific objective. Whether you are looking for a tactical strategy that can help your portfolio dynamically adjust to changing market conditions or an equity income strategy that can deliver a fixed income approach to equity investing, we can construct, implement, and monitor the solution. Our Approach: We combine internally managed strategies with rigorously-selected, best-in-class third party mutual fund, ETF, hedge fund, and private equity managers to achieve a comprehensive platform of investment strategies ranging from tactical to growth to income and preservation.
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Axxcess Wealth Management has 11 employees across 4 departments.
Departments
Number of employees
Funding Data
Axxcess Wealth Management has never raised funding before.
Axxcess Wealth Management Tech Stack
Discover the technologies and tools that power Axxcess Wealth Management's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
Performance
Australia
United Kingdom
Frequently asked questions
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