Mitchell J Dunn
Investment adviser representative at Axxcess Wealth Management, LLC
10 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
10 years in the industry.
- Axxcess Wealth Management, LLCApr 2025 to now
- Axxcess Wealth Management, LLC dba Osprey Capital Partners LLCApr 2025 to now
- Bank of America, N.A.Jul 2021 to Mar 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2021 to Mar 2025
- Morgan Stanley Private Bank, N.A.Jul 2018 to Jul 2021
- Morgan StanleyJun 2018 to Jul 2021
- Sc Distributors LLCJun 2017 to Jun 2018
- Edward JonesOct 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2016
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
- 6714099
- Firm CRD
- 164081