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Dennis Wayne Manzo

Axxcess Wealth Management, LLC

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About Dennis Wayne Manzo

Dennis Wayne Manzo is an Investment Advisor Representative at Axxcess Wealth Management, LLC. Dennis Manzo is registered with the state of California. Dennis Wayne Manzo has been in the securities industry since November 2014. Dennis Wayne Manzo has 1 state exam and has passed the Uniform Investment Adviser Law Examination. Dennis Wayne Manzo has been associated with Axxcess Wealth Management, LLC since February 2018. Dennis Wayne Manzo specializes in retirement planning, estate planning, insurance and college savings planning. Dennis Wayne Manzo is also a licensed insurance agent with expertise in life, disability, long term care, health and group insurance.

Firm Information

Dennis Manzo is currently registered with Axxcess Wealth Management, LLC. Axxcess Wealth Management, LLC is a wealth management firm headquartered in Carlsbad, CA. The firm provides a range of financial planning and investment advisory services to individuals, corporations, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Axxcess Wealth Management, LLC manages approximately $6.5 billion in assets for its clients.
Axxcess Wealth Management, LLC

6005 HIDDEN VALLEY ROAD

CARLSBAD, CA 92011

$6.47B

Assets Under Management

10,745

Total Clients

47

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Dennis Manzo’s Registration & Firm History

CA

01/04/2022 - Present

Axxcess Wealth Management, LLC (CARLSBAD CA)

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Licenses & Designations

IA

Issued 10/29/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dennis Wayne Manzo.
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