Investment adviser representative · Axxcess Wealth Management, LLC
Chelsea M. Weiss
CRD 8200826 · Carlsbad, CA
At a glance
Chelsea M. Weiss is an investment adviser representative with Axxcess Wealth Management, LLC in Carlsbad, CA, according to the SEC’s Investment Adviser Public Disclosure records.
Current advisory firms
- Axxcess Wealth Management, LLCSince January 2026Carlsbad, CA · $8.9B in regulatory assets
- Vandalia WealthSince April 2026Charleston, WV · $250M in regulatory assets
SEC adviser record
- Registered since
- 2026
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Chelsea’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Axxcess Wealth Management, LLC
- Jeffrey D. AndersonCarlsbad · Chartered Financial Analyst
- Jonathan D. BrackmannCarlsbad
- Caleb J. CastoCarlsbad · Certified Financial Planner
- Michael D. CavendishCarlsbad
- Steven D. ClementCarlsbad · Certified Financial Planner
- Meris A. CollierCarlsbad · Certified Financial Planner
- Alexandra M. GillCarlsbad
- Jaime G. HefnerCarlsbad
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