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AXXCESS WEALTH MANAGEMENT, LLC

CARLSBAD, CA · CRD 164081 · IAPD ↗ · axxcesswealth.com · (858) 217-5347

$8.88BRegulatory AUM
44Advisory reps
72Employees
7181Clients
101-250Planning clients
0Private funds
41States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — AXXCESS WEALTH MANAGEMENT, LLC shrank from 52 to 44 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
68
April 2026 — AXXCESS WEALTH MANAGEMENT, LLC reported RAUM up 40% ($6.33B -> $8.88B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
78
April 2025 — AXXCESS WEALTH MANAGEMENT, LLC grew from 44 to 52 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
30
April 2024 — AXXCESS WEALTH MANAGEMENT, LLC changed its website from zandbergengroup.com to axxcesswealth.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
55
April 2024 — AXXCESS WEALTH MANAGEMENT, LLC added office(s): 27 -> 28 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
75
April 2024 — AXXCESS WEALTH MANAGEMENT, LLC reported RAUM up 90% ($3.40B -> $6.47B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.