Axxets Wealth Management USA provides portfolio management for individuals and small businesses and portfolio management for institutions.
Axxets Wealth Management USA reports 5 high-net-worth individuals. Of its assets, 100.0% ($101M across 12 accounts) are managed with discretion. Of its clients, 100% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 5 | $101M | 100.0% | $20.3M |
| Total | 5 | $101M | 100% | $20.3M |
- Clients
- 5
- Regulatory AUM
- $101M
- AUM share
- 100.0%
- Avg. per client
- $20.3M
Total
- Clients
- 5
- Regulatory AUM
- $101M
- AUM share
- 100%
- Avg. per client
- $20.3M
- Clients outside the U.S.
- 100%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Axxets Wealth Management USA charges 0.50%–1.00% a year for its Basic Fee Schedule. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Family Office Services
- Family office services are priced case by case: included in the advisory fee for some clients, or billed as a flat fee or a combined asset-based and flat fee.
Aslan Harari owns 75% or more of Axxets Wealth Management USA. It has 5 employees, 1 of them in advisory roles.
Leadership
Jose CovaCIO- Aslan HarariManaging Member
- Juan RieraCCO
Staff
- 5 employees
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Axxets Wealth Management USA LLC
Aslan Harari
Control person · since January 2026
- Owns 50% to 75% of Axxets Wealth Management USA LLC
Axxiontrade LP
Control person · since January 2026
- Owns 10% to 25% of Axxets Wealth Management USA LLC
JLC Strategic Holdings LLC
since January 2026
- Owns 75% or more of JLC Strategic Holdings LLC
Jose Cova
Control person · since January 2026
- Owns 10% to 25% of Axxets Wealth Management USA LLC
Kesher 18 Consulting LLC
since January 2026
- Owns 75% or more of Kesher 18 Consulting LLC
Daniela Brener
Control person · since January 2026
Besides its headquarters, Axxets Wealth Management USA has 0 offices, with 1 listed address in Florida.
Florida · 1 listed address
- 2920 Ne 207 St, Unit 804, AventuraHQ
Contact and registration details
- Legal name
- Axxets Wealth Management USA LLC
- Headquarters
- 2920 Ne 207 St, Unit 804, Aventura, FL 33180
- Website
- axxets.com
- Phone
- 305-405-9000
- SEC file
- 801-135667
- Structure
- Florida LLC
- Fiscal year end
- December
Axxets Wealth Management USA uses J.P. Morgan ($69.9M, 69%) and Morgan Stanley ($31.4M, 31%) as custodians for its separately managed accounts. Axxets Wealth Management USA does not have custody of client assets.
- J.P. MorganJ.P. Morgan Securities LLC · New York, NY · $69.9M69%
- Morgan StanleyMorgan Stanley Smith Barney LLC · Purchase, NY · $31.4M31%
At year end, Axxets Wealth Management USA’s separately managed accounts were mostly in stocks (50%) and bonds (38%).
What the accounts hold
- Stocks50%
- Funds7%
- Bonds38%
- Investment grade corporate bonds28%
- High-yield corporate bonds10%
- Cash4%
- Other1%
- Alternative investments, digital assets1%
How many clients does Axxets Wealth Management USA have?
Axxets Wealth Management USA has 5 clients and manages $101 million for them, as of July 2026. They include 5 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 20 July 2026
What services does Axxets Wealth Management USA offer?
Axxets Wealth Management USA provides portfolio management for individuals and small businesses and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Axxets Wealth Management USA charge?
Axxets Wealth Management USA charges 0.50%–1.00% a year for its Basic Fee Schedule. The fee is billed in arrears and is negotiable.
Source: ADV 2A 2B FOR AXXETS WEALTH MANAGEMENT USA LLC, filed 13 July 2026
Which custodians does Axxets Wealth Management USA use?
Axxets Wealth Management USA’s separately managed account assets are held at J.P. Morgan Securities LLC (New York, NY), with $69.9M and Morgan Stanley Smith Barney LLC (Purchase, NY), with $31.4M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 20 July 2026
How many financial advisors does Axxets Wealth Management USA have?
Axxets Wealth Management USA has 1 investment adviser representative registered with state securities authorities, out of 5 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Axxets Wealth Management USA invest in?
At the end of its last fiscal year, Axxets Wealth Management USA’s separately managed accounts held 50% exchange-traded equities, 28% investment grade corporate bonds, 10% high-yield corporate bonds, 7% registered funds (mutual funds, ETFs, BDCs), 4% cash and equivalents and 1% other. The 1% other category is described as: Alternative Investments, Digital Assets.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Axxets Wealth Management USA?
Axxets Wealth Management USA is owned through holding companies by Jose Cova and Daniela Brener. Its direct owners are Axxiontrade LP (50% to 75%), JLC Strategic Holdings LLC (10% to 25%), Kesher 18 Consulting LLC (10% to 25%) and Aslan Harari (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 20 July 2026
How does Axxets Wealth Management USA get paid?
Axxets Wealth Management USA is paid through a percentage of assets under management and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Axxets Wealth Management USA registered with the SEC?
Yes, Axxets Wealth Management USA has been registered with the SEC as an investment adviser since 7 May 2026. Its CRD number is 340858 and its SEC file number is 801-135667.
Source: Form ADV Part 1A, Item 1, filed 20 July 2026; IAPD firm record
How do I contact Axxets Wealth Management USA?
Axxets Wealth Management USA’s main office is at 2920 Ne 207 St, Unit 804, Aventura, FL 33180. Its phone number is 305-405-9000. Its website is axxets.com.