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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Axxcess Wealth Management have?","answer":"Axxcess Wealth Management has 44 investment adviser representatives registered with state securities authorities, out of 72 employees, and 44 perform investment advisory functions. 10 employees are registered representatives of a broker-dealer and 25 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Axxcess Wealth Management invest in?","answer":"At the end of its last fiscal year, Axxcess Wealth Management’s separately managed accounts held 56% registered funds (mutual funds, ETFs, BDCs), 28% exchange-traded equities, 7% cash and equivalents, 2% U.S. government and agency bonds, 2% state and local bonds, 2% pooled vehicles (private funds and similar), 1% investment grade corporate bonds, 1% high-yield corporate bonds and 1% derivatives.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Axxcess Wealth Management?","answer":"Axxcess Wealth Management is owned through a trust by Craig and Cheryl Mercure. 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