Axxcess Platform
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Axxcess Platform Marketing Hub

PLUG IN AND DISCOVER HOW THE AXXCESS PLATFORM CAN ENHANCE YOUR FIRMS SERVICES

Marketing & Branding

Custom marketing content tailored to your clientele. Branding email campaigns weekly, bi-weekly, monthly, etc.

Website Development

Refresh your current website or we will build you a custo9m client experience for your clientele.

Client Experience

Prospect portal development. mobile app, and custom marketing campaigns. Work with our professionals to curate your ideal prospecting and marketing tools.

Automation

See how our tools can create messaging from you through email marketing and your client portals.

CONTACT US

Axxcess Wealth Management, LLC
6005 Hidden Valley Road Suite 290
Carlsbad CA, 92011
1-866-217-5607
support@axxcessplatform.com
For complete disclosures please visit:

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Firm Business Continuity Plan

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.Securities are offered by Arete Wealth Management, LLC member FINRA, SIPC, NFA.

Axxcess offers advisory services independent of Arete. Neither firm is affiliated.

Pursuant to the March 13, 2020 Exemptive Order issued by the Securities and Exchange Commission (the “SEC”) allowing an extension of the Annual ADV filing deadline,  Axxcess Wealth Management, LLC has elected to request such an extension and intends to file by April 10, 2020.

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CLIENT RELATIONSHIP SUMMARY

Form ADV 2A

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