Uncategorized · July 14, 2025

Form ADV Part 2A (Disclosure Brochure)

Effective March 31, 2026

By Vanessa Turner · Axxcess Wealth Management

Download Form ADV Part 2A (PDF, 42 pages)

This Form ADV Part 2A (“Disclosure Brochure”) provides information about the qualifications and business practices of Axxcess Wealth Management, LLC (“AWM”), including the advisory services we offer, our fees, and our conflicts of interest, to assist you in determining whether to retain the Advisor.

AWM is a registered investment adviser with the U.S. Securities and Exchange Commission. The information in this Disclosure Brochure has not been approved or verified by the SEC or by any state securities authority. Registration of an investment adviser does not imply any specific level of skill or training.

Additional information about AWM is available on the SEC’s website at adviserinfo.sec.gov (CRD# 164081). Questions about the content of this brochure: (858) 217-5347 or admin@axxcesswealth.com.

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The views expressed are those of the author as of the date of publication and are subject to change without notice. This material is for informational purposes only and does not constitute investment, legal, or tax advice, or an offer or solicitation to buy or sell any security. Past performance is not indicative of future results. Advisory services provided by Axxcess Wealth Management, LLC, an investment adviser registered with the SEC; registration does not imply a certain level of skill or training.