AXXCESS WEALTH MANAGEMENT LLC
5 known aliases resolved via the canonical alias map
Market position · 2024
Plans served9+3 YoYRank #1391 of mapped providers
Assets under administration$16.6B0.0%Market share · rank #789
Fees received$172,159Median $19,519/planSum across Schedule C direct + indirect
Net wins YoY+34 won · 1 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical AXXCESS WEALTH MANAGEMENT LLC plan look like?
Service mix · median fees per plan
Count of plans where AXXCESS WEALTH MANAGEMENT LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (participants); Direct payment from the planCode 26 | 4 | $13,524 | |
Investment advisory (plan)Code 27 | 3 | $19,519 | |
Trustee (bank, trust company, or similar financial institution); Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Other services; Recordkeeping fees; Other feesCode 15 | 1 | $31,429 | |
Other feesCode 99 | 1 | $25,454 |
Competitor overlap
Percent of AXXCESS WEALTH MANAGEMENT LLC's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under AXXCESS WEALTH MANAGEMENT LLC.
| Sponsor | From | Assets |
|---|---|---|
KNOBBE MARTENS OLSON & BEAR, LLPCA · 953605138-004 | CHARLES SCHWAB & CO., INC. | $363M |
FLUENT, INC.NY · 352548053-003 | FORTITUDE ADVISORY GROUP LLC | $19M |
MEDICAL AIR SERVICES ASSOCIATION, INC.FL · 731267483-001 | FORTITUDE ADVISORY GROUP LLC | $7M |
TRUE NORTH CLASSICAL ACADEMY, INC.FL · 464566968-001 | (new plan) | $2M |
Plans lost in 2024
Appeared last year under AXXCESS WEALTH MANAGEMENT LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
UNITED AIRLINES, INC.IL · 742099724-202 | ROBERTSON STEPHENS | $14.4B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUPCA · 951750445-008 | $7.9B | 12,335 | $23,148 | 5y | 1 |
HUMANA INC.KY · 610647538-002 | $7.7B | 61,001 | $11,606 | 3y | 1 |
BAKER DONELSON BEARMAN CALDWELL & BERKOWITZ P.C.TN · 621047356-002 | $628M | 1,622 | $6,093 | 6y | - |
KNOBBE MARTENS OLSON & BEAR, LLPCA · 953605138-004 | $363M | 968 | $15,441 | 1y | - |
KANAWHA HOSPICE CARE, INC.WV · 341337316-003 | $19M | 360 | $34,000 | 2y | - |
FLUENT, INC.NY · 352548053-003 | $19M | 279 | $31,429 | 1y | - |
HEALTHNET AEROMEDICAL SERVICES INC DBA HEALTHNET AEROMEDICAL SERVICESWV · 550681969-001 | $8M | 293 | $19,519 | 4y | 1 |
MEDICAL AIR SERVICES ASSOCIATION, INC.FL · 731267483-001 | $7M | 398 | $25,454 | 1y | 1 |
TRUE NORTH CLASSICAL ACADEMY, INC.FL · 464566968-001 | $2M | 315 | $5,469 | 1y | - |
Flag exposure
88.9%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (5)
Raw Schedule C names collapsed into AXXCESS WEALTH MANAGEMENT LLC.
- AXXCESS WEALTH MANAGEMENT
- AXXCESS WEALTH MANAGEMENT LLC
- AXXCESS WEALTH MANAGEMENT, LLC
- AXXCESS WEALTH MGMT LLC
- AXXESS WEALTH MANAGEMENT LLC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for AXXCESS WEALTH MANAGEMENT LLC's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 4 | 44.44% | 1.76% | +42.69 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with AXXCESS WEALTH MANAGEMENT LLC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent