A
$101.3M Total AUM
$101.3M Disc. AUM
-- 3Y CAGR
5 Employees
5 ADV. Clients
0 yrs Firm Age
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- Custodian
- JP Morgan ยท Morgan Stanley
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-01-2026
- Office Locations
- 1
Office Locations
2920 NE 207 ST Unit 804 Aventura FL
About Axxets WM
Axxets WM is a Aventura-based RIA. The firm has been operating for 0 years. Managing $101.3M in total assets under management, with 1 advisory representatives. They custody assets with JP Morgan and Morgan Stanley.
Team overview
-- AVG AGE
$101.3M AVG AUM / ADVISOR
$20.3M AVG AUM / CLIENT
0.5 yrs AVG TENURE
5 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
A
ASLAN LEON HARARI
Managing Member
- CRD
- --
- Ownership
- 75% or more
Available
Available
Available
D
DANIELA BRENER
Chief Operating Officer
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $101,303,220 | -- |
| Non-Discretionary | $0 | -- |
| Total | $101,303,220 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available Corporate - Non-Investment Grade:
Available Public Funds:
Available Cash:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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