Fee-only adviser · Aventura, FL
Axxets WM
Axxets WM is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Aventura, Florida. On its latest Form ADV, filed July 20, 2026, it reports $101M in regulatory assets under management, 5 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 340858 · SEC file 801-135667 |
| Office | 2920 NE 207 ST Unit 804 Aventura, FL 33180 |
| Phone | (305) 405-9000 |
| Website | axxets.com/en/home |
| Regulatory assets under management | $101M |
| Individual clients | 0 non-high-net-worth, 5 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets, Other |
| Services | Portfolio management |
| Employees | 5 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | July 20, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Aventura
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See all 13 fee-only advisers in Aventura →
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