Wyatt Forrest Gibbs
Investment adviser representative at Axxcess Wealth Management, LLC
11 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
11 years in the industry.
- Axxcess Wealth Management, LLCAug 2025 to now
- Axxcess Wealth Management, LLC dba the Zandbergen GroupAug 2025 to now
- LPL Enterprise, LLCNov 2024 to Aug 2025
- Prudential Financial Planning ServicesJul 2021 to Aug 2025
- Pruco Securities, LLC.Feb 2021 to Nov 2024
- Prudential FinancialSep 2020 to Jul 2021
- La Sirena GrillFeb 2020 to Sep 2020
- Montage Laguna BeachMar 2017 to Feb 2020
- La Sirena GrillAug 2015 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
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
- 7335890
- Firm CRD
- 164081