Benjamin Lancelot Ambrosini
Investment adviser representative at Axxcess Wealth Management, LLC
12 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
12 years in the industry.
- Axxcess Wealth Management, LLCDec 2024 to now
- Axxcess Wealth Management, LLC dba Ambrosini WealthDec 2024 to now
- Prime Capital Investment Advisors, LLCJun 2022 to Nov 2024
- 20/20 Capital Management, Inc.Jan 2022 to Jan 2023
- 20/20 Financial Advisers - Cardiff By the Sea, LLCMar 2020 to Sep 2022
- 20/20 Financial Advisers of Cardiff By the SeaFeb 2014 to Mar 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (OR).
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
- 7251477
- Firm CRD
- 164081