Axxcess Wealth Management, LLC

Axxcess Wealth Management provides wealth management, financial planning, retirement plan advisory, and third‑party asset management services to a broad client mix that includes individuals, high‑net‑worth clients, trusts, estates, businesses, charitable organizations, retirement plans, and other investment advisers and broker‑dealers through its Third‑Party Asset Management Platform (TAMP). Services are offered on discretionary and non‑discretionary bases and include portfolio management, ERISA retirement‑plan advisory, and standalone financial planning and consulting.

The firm manages customized multi‑asset portfolios using fundamental, technical, and cyclical analysis and implements both strategic and tactical asset‑allocation decisions, working with internal teams, third‑party managers, and sleeve strategy managers. AWM also provides operational support such as trade order management, billing, and consolidated reporting, including its Private Asset Platform for aggregating directed and alternative investments, and monitors client accounts at least monthly or as circumstances require.

AWM is distinctive among large enterprise firms for its TAMP and sleeve‑manager capabilities: it acts as sub‑advisor or co‑advisor to other RIAs and broker‑dealers, offers middle‑ and back‑office services that allow multiple third‑party managers to operate “sleeves” in a single account, and provides consolidated reporting and administrative oversight for those relationships. The firm reports roughly $6.3 billion in regulatory AUM and several additional billions in assets under administration on its platform, and its Form ADV discloses various third‑party partnerships (including annuity, lending, and sub‑advisory arrangements) and related conflicts of interest.