Data / Investment advisers / Florida / Axxets WM
Axxets WM, Aventura, FL: $101 million AUM, SEC registered investment adviser
Axxets WM is an SEC registered investment adviser with its main office in Aventura, Florida and reports $101 million in regulatory assets under management in its Form ADV filed July 20, 2026. Its clients include high net worth individuals. It is paid through a percentage of assets under management and other fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 340858
- SEC file number
- 801-135667
- SEC status
- Approved, effective May 7, 2026
- Legal name
- Axxets Wealth Management USA LLC
- Main office
- 2920 Ne 207 St Unit 804, Aventura, FL 33180
- Phone
- (305) 405-9000
- Website
- axxets.com
- Regulatory AUM
- $101,303,220 in the Form ADV filed July 20, 2026
- Discretionary AUM
- $101,303,220
- Accounts
- 12
- Employees
- 5, of which 1 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, other fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 20, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 5 | $101.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| August 3, 2026 | $101.3 million | July 20, 2026 |
| June 1, 2026 | Not listed | May 5, 2026 |
Other advisers in Aventura
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Unison Asset Management LLC | Aventura | $298.2 million | 1 | adviserinfo.sec.gov |
| Harbor Ithaka | Aventura | $171.2 million | 10 | adviserinfo.sec.gov |
| Kailix Advisors LLC | Aventura | $119 million | Not listed | adviserinfo.sec.gov |
| 1 Main Capital Management, LLC | Aventura | $118.7 million | 1 | adviserinfo.sec.gov |
| 1818 Private Client Group, LLC | Aventura | $115.4 million | Not listed | adviserinfo.sec.gov |
| RVX Asset Management LLC | Aventura | $96.8 million | 1 | adviserinfo.sec.gov |
| Omaha Beach Capital, LLC | Aventura | Not listed | 6 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Aventura, FL
- Investment advisers in Florida
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Axxets WM on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.