Kevin William Manzo
Investment adviser representative at Axxcess Wealth Management, LLC
9 yearsExperience
1 stateRegistered in
$8.9BFirm assets
14 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
9 years in the industry.
- Axxcess Wealth Management, LLCJun 2012 to now
- Tessera Capital PartnersSep 2021 to Oct 2021
- Arete Wealth Management LLCOct 2013 to Dec 2019
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (CA).
Axxcess Wealth Management, LLC
$8.9BAssets managed
10,357Clients
28Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5277204
- Firm CRD
- 164081