firm profile
Axxcess Wealth Management, LLC
Overview
Axxcess Wealth Management, LLC is an SEC registered investment adviser based in Carlsbad, CA, registered since 2012. It reports $8.9B in assets under management across 26,039 accounts, with 72 employees. It has 38 investment adviser representatives.
- Reported AUM
- $8.9B
- Discretionary
- 99%
- Accounts
- 26,039
- Average account
- $341K
- Employees
- 72
- Advisory reps
- 38
- Registered since
- 2012
- Jurisdictions
- 41
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges, Percentage of Assets and Performance-Based Fees
Executive officers 3 of 5
- Michael Loren Seid Managing Member, Chief Executive Officer, Chief Compliance Officer CRD 2872749
- Jonathan Daniel Brackmann Chief Operating Officer CRD 4075152
- Andrew Fowler Thomas Passive Investor CRD 4278972
2 more executive officers, with direct contact details
Advisory reps 3 of 38
- Benjamin Lancelot Ambrosini Insurance Agent · Investment Adviser Rep CRD 7251477
- Jeffrey Douglas Anderson Investment Adviser Rep CRD 3193243
- Jeffrey Owen Borman Investment Adviser Rep CRD 5985262
35 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 6005 Hidden Valley Rd Ste 290
Carlsbad, CA 92011 - County
- San Diego
- Metro area
- San Diego-Chula Vista-Carlsbad, CA
- Region
- West
Registrations
- SEC registered
- Registered in 41 jurisdictions
- Website: axxcesswealth.com
Every state, with registration dates
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