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Address

The Balboa Building

735 State Street, Suite 516

Santa Barbara, California 93101

 

Contact Us

(O) 805.880.WING

(F) 443.269.0458

Email Us

Disclosures

Outwing Private Wealth Management offers Advisory services through Axxcess Wealth Management, LLC, an Investment Adviser registered with the SEC. Advisory services are only offered to clients or prospective clients where Outwing Wealth and its Investment Advisor Representatives are properly licensed or exempt from registration. Securities are offered by Arete Wealth Management, LLC member FINRA, SIPC, NFA.

Outwing/Axxcess offers advisory services independent of Arete. Neither firm is affiliated.

Pursuant to the March 13, 2020 Exemptive Order issued by the Securities and Exchange Commission (the “SEC”) allowing an extension of the Annual ADV filing deadline,  Axxcess Wealth Management, LLC has elected to request such an extension and intends to file by April 10, 2020.

 

FINRA’s BrokerCheck

FINRA.ORG

SIPC

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Form ADV 2A

Client Relationship Summary

General Disclosures

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