# Axxets WM

> Axxets WM is an SEC-registered investment advisory firm in Aventura, FL, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 20, 2026.

- CRD: 340858
- Filed as: AXXETS WM
- Legal name: Axxets Wealth Management USA LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Aventura, FL
- Filing period: October 2026
- Form ADV filing dated: July 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/340858
- AdvisorCensus page: https://advisorcensus.com/firm/axxets-wm-aventura-fl-340858

## Quick answers

**How is Axxets WM compensated?**
On its Form ADV (Item 5.E, October 2026), Axxets WM reports these compensation arrangements: a percentage of assets under its management; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Axxets WM located?**
Axxets WM's principal office is in Aventura, FL, according to its Form ADV.

**Is Axxets WM registered with the SEC or a state?**
Axxets WM is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 340858.

**How much does Axxets WM manage?**
Axxets WM reports $101,303,220 in regulatory assets under management in its Form ADV filing dated July 20, 2026 (100% discretionary).

**What types of clients does Axxets WM serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (5).

**Which custodians does Axxets WM use?**
Axxets WM's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists J.P. Morgan Securities LLC and Morgan Stanley as custodians holding 10% or more of its separately managed account assets.

**Does Axxets WM report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/340858

**What changed in Axxets WM's recent Form ADV filings?**
In the August 2026 filing data: Regulatory assets under management went from $0 to $101,303,220. Employees performing advisory functions went from 2 to 1. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Custodians (Schedule D, Section 5.K(3))
- J.P. Morgan Securities LLC
- Morgan Stanley

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $101,303,220
- Discretionary: $101,303,220
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 5 | $101,303,220 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other

### Firm details
- Registered since: 2026 (0 years)
- Employees: 5 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- axxets.com/en/home

## Changes in the filing (last 12 months)

### August 2026
- Regulatory assets under management went from $0 to $101,303,220.
- Employees performing advisory functions went from 2 to 1.
- Updated its list of owners and control persons (Schedule A).

### June 2026
- Newly registered with the SEC.

### May 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Axxets WM (CRD 340858): Form ADV filing data as of October 2026.