Updated:
Axxios Private Wealth Management
Michael J. Clark established the firm to provide wealth management and advisory services. His sons Michael J. Clark II and Ryan J. Clark serve as Private...
Overview
Michael J. Clark established the firm to provide wealth management and advisory services. His sons Michael J. Clark II and Ryan J. Clark serve as Private Wealth Advisors. Peter Michaels acts as Principal Advisor. The firm focuses on portfolio management, estate planning, and philanthropic advisory for multigenerational wealth. Confirmed geographies center on North America. No specific asset-class allocations or named portfolio holdings appear in available records. Additional offices include East Amherst, New York. The firm holds membership in the Clarence Chamber of Commerce. Philanthropic connections include Brothers of Mercy Foundation, Buffalo Philharmonic Orchestra, Canisius High School, Clarence Rotary Club, Daemen University, and Explore & More - The Ralph C. Wilson, Jr. Children's Museum. No verifiable recent operational events from the last 24 months are recorded.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
McLean
Corporate office
McLean, United States
Additional offices
East Amherst, NY, USA
Principals
Michael J. Clark
Founder
Michael J. Clark II
Private Wealth Advisor
Ryan J. Clark
Private Wealth Advisor
Peter Michaels
Principal Advisor
Frequently asked questions
Who runs investment decisions at Axxios Private Wealth Management?
Michael J. Clark founded the firm. His sons Michael J. Clark II and Ryan J. Clark serve as Private Wealth Advisors. Peter Michaels is listed as Principal Advisor.
Where does Axxios Private Wealth Management maintain offices?
Headquarters are in McLean. An additional office operates in East Amherst, New York.
What philanthropic structures does Axxios Private Wealth Management support?
The firm lists ties to Brothers of Mercy Foundation, Buffalo Philharmonic Orchestra, Canisius High School, Clarence Rotary Club, Daemen University, and Explore & More - The Ralph C. Wilson, Jr. Children's Museum.
Is Axxios Private Wealth Management a single or multi-family office?
Available records identify it as a multi-family office serving high-net-worth families and individuals.
What professional networks does Axxios Private Wealth Management belong to?
The firm is a member of the Clarence Chamber of Commerce.
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