Christopher Harmon Donahugh

Employer firm

Axxcess Wealth Management, LLC CRD 164081

$8.88B regulatory AUM 7,181 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2022 → Present
  Axxcess Wealth Management, Llc
  Laguna Niguel, CA
• 07/2009 → 11/2022
  Self Employed
  Laguna Niguel, CA

Other Businesses

1. Insurance; Not investment related; 108 Stoney Pointe, Laguna Niguel, CA 92677; Agent; Start 06/1995; Approximately 80 hours per month; Approximately 80 hours during securities trading hours; Accident & health or sickness, casualty, life, property insurance sales 2. Donahugh Wealth Management; Not-Investment-Related; DBA for Investment Advisory Business with Axxcess Wealth Management, LLC

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-08-12
• S63 Uniform Securities Agent State Law Examination
  1996-10-23

Other Names

• Christopher H Donahugh