Partnering With Axxcess

The Private Asset Platform gives Advisors a way to manage their high net worth clients’ traditional and alternative investments in a single comprehensive platform for a full accounting of their wealth.

Your Top Clients Have Likely Done A Deal...

Your clients have likely invested in a real estate partnership, or helped grow a private company. You can help them get their directed alternative investments organized within your reports and client portal.
Private Equity
Real Estate
Lending and Credit
Our platform provides investment operations and portfolio management solutions, custom reporting, billing, client portal, and CRM integration. Our clients include single and multi-family offices, traditional wealth advisory firms and money managers. We excel in meeting the needs of anyone serving high net worth clients.


Hedge funds access can be direct, or through one of our platform partners:

  • CAIS
  • iCapital Network
  • Gemini Platform
  • Crystal Capital
  • Directed Investments.


Private Credit includes middle market, platform, hard money, and trust deed investments.


Directed, syndicated, partnership, fund, and REIT holdings can be tracked and reported on through the PAP.


Track capital commitments, capital drawn, allocations by manager, risk, strategy, and type.

Move your business upstream one client at a time.

What sets you apart is not that you have a less costly ETF portfolio, or another 40 act mutual fund. A competitive Advisory firm has these resources too. What differentiates you is the ability to competently manage, organize and allocate to private assets. Using technology to create an integrated P and L for a 3c1 or 3c7 investor’s Directed Real Estate, Partnerships, Private Placements, Hedge Funds, Private Equity and Private Credit will help you deliver a valuable service where virtually none exists in our space.

    Axxcess Wealth Management, LLC
    6005 Hidden Valley Road Suite 290
    Carlsbad CA, 92011
    For complete disclosures please visit:

    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.