Before Axxcess, our founder ran family offices. Each held private equity, private credit, real estate, hedge funds, and operating businesses next to ordinary separately managed accounts, and no system on the market could hold all of it in one place. Every quarter the non-traditional assets were reconciled by hand, then stapled to the SMA reports. The families saw a stack of paper instead of a picture of their wealth.
Axxcess Wealth Management was founded in 2011 to solve that problem for its own clients. In 2016 we opened the platform to other advisors. Today it holds traditional strategies and alternatives in the same custodial account, bills and reports on both at the sleeve level, and shows the client everything they own in one portal and one white-labeled app.
We stayed independent by structure, not by promise. Axxcess has no in-house funds and no proprietary products, so we have no reason to prefer one manager, custodian, or strategy over another. Fees and conflicts are disclosed in Form ADV Part 2A, and the advisor's brand, not ours, is the one the client sees.
Axxcess Wealth Management founded in Carlsbad, California, as a fiduciary to private clients and family offices.
The enterprise TAMP launches: the same infrastructure, opened to independent advisors and RIAs under their own brands.
$14.4 billion on platform, 400+ strategies, 10+ custodial data feeds, and a second office in Scottsdale, Arizona. Named to America's Best TAMPs seven consecutive years in industry rankings.