Axxets Wealth Management Usa Llc
SEC-registered
Multi-Family Office · Small ($100M–$1B)
CRD 340858
· SEC file 801-135667
· Aventura, FL
· axxets.com
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ADV data as of Jul 20, 2026
- Regulatory AUM
- $101M
- Discretionary
- $101M
- Clients
- 5
- Avg AUM / client
- $20.3M
- Accounts
- 12
- Employees
- 5
AUM over time
$0
$101M
Feb 24, 2026
Jul 20, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 5 | $101M | 100.0% |
Documents (2 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/20/2026 | 1.19 MB | View · PDF · Source ↗ |
| Form ADV (full filing) | 07/13/2026 | 1.19 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Other fees
- • CONSULTING FEES
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- J.P. Morgan $69.9M (69% of AUM) Jul 2026
- Morgan Stanley $31.4M (31% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 20, 2026.
View current Form ADV (SEC/IAPD) ↗