ABOUT THE

Axxcess Platform

A TAMP Platform for High Net Worth Clients
and the Advisors that Serve Them.

Our Background

Axxcess Wealth Management is an industry-leading outsourced wealth services platform with approximately $11+ BN in Total Assets. Axxcess serves 35k+ accounts, 180+ platform users and curates 400+ SMA strategies on the Axxcess Platform.

Axxcess Wealth Management, LLC was founded in 2011, with its home office based in Carlsbad, California. In 2016 we launched our TAMP Platform. Since 2016, Axxcess has tailored a platform for ultra high net worth clients and the advisors

Axxcess has run several family offices over the past 20 years. Forced to manually reconcile non-traditional assets alongside SMA accounts, we learned a lot about the technological limitations along the way. Today, technology has made significant leaps in our business. However, Advisors are generally slow adopters of technology, and legacy systems are challenging to replace.
inception year
2016
Platform Assets
11+ Billion

About Axxcess

Our Axxcess Customized Portfolio Platform offers a stand-alone or platform solution to fulfill your growth and technology requirements. We offer Advisors open architecture, with a full array of wealth management and investment advisory services to move their practice upstream. 

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.

Working with Axxcess, our Advisor Platform Partners enjoy a fully branded, integrated, and reconciled Investment Platform that organizes sophisticated investment approach into a consolidated view of all of their clients wealth.
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What's a Good Fit?

WIREHOUSE BREAK-AWAYS
CURRENT ORION USERS
HNW ADVISORS

Wirehouse Advisors

Experienced Advisors working on wirehouse platforms thinking about going independent who have exposure to firm proprietary deals, and clients that have complex needs.
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CURRENT ORION USERS

Advisors tired of wearing the business development, and portfolio manager hat. If your differentiation is your ETF model that you are running on a hybrid platform, we can help you scale your business with your “A” clients. These are the folks you are spending 90% of your time on, who contribute more than 5o% of your revenue. You have to build a moat around them. Your ETF portfolio does not accomplish this. These clients have outside investments that dont fit your model. You are at risk of losing them. Talk to us.
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ADVISORS SERVING HNW CLIENTS

RIA firms stuck with legacy systems that dont offer reconciliation, online portfolio reporting, and multi-manager, multi asset capabilities. You cant upgrade your systems due to expense, and time. The prospect of changing your legacy systems feels like heart surgery. It is. We can help you get make this transition quickly and efficiently.
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CONTACT US
6005 Hidden Valley Road Suite 290
Carlsbad CA, 92011
1-866-217-5607
support@axxcessplatform.com
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DISCLOSURES

Advisory services provided by Axxcess Wealth Management, LLC (AWM), an Investment Adviser registered with the SEC. Advisory services are only offered to clients or prospective clients where Axxcess Wealth Management, LLC and its Investment Advisor Representatives are properly licensed or exempt from registration.

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