Investment adviser · CRD 340858
AXXETS WM
Investment adviser filing (IA)
AXXETS WEALTH MANAGEMENT USA LLC
AVENTURA, FL, United States · Form ADV filed Jul 20, 2026
- Regulatory AUM
- $101M Form ADV · Item 5.F
- Client accounts
- 12 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 5 | $101,303,220 | 100.0% |
Filing source
Form ADV 2120676 · Jul 20, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 20, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
2920 NE 207 ST, UNIT 804AVENTURA, FL, 33180, United States
CRD 340858
Filing source
Form ADV 2120676 · Jul 20, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.