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AXXCESS WEALTH MANAGEMENT, LLC
SEC RegisteredCARLSBAD, CAhttps://axxcesswealth.com(858) 217-5347
Assets Under Management
$5B–$25B
Employees
72
Office Locations
29 offices
Total Accounts
26039
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/Municipal
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 7,359 | $2.0B |
| High Net Worth Individuals | 2,199 | $5.9B |
| Charitable Organizations | 679 | $588M |
| State/Municipal Entities | 18 | — |
| Insurance Companies | 7 | — |
7,181 total clients reported on Form ADV.
Leadership
Michael Loren Seid
MANAGING MEMBER, CEO, AND CHIEF COMPLIANCE OFFICER
Office locations
29 offices in 10 states
CA
CARLSBADHQ
WA
BAINBRIDGE ISLAND
AZ
SCOTTSDALE
LA
BATON ROUGE
CA
SAN DIEGO
CA
BREA
WV
CHARLESTON
WA
SEATTLE
KS
OVERLAND PARK
CA
SANTA BARBARA
CA
SAN DIEGO
CA
LAGUNA BEACH
WV
BECKLEY
CA
PASADENA
CA
SAN DIEGO
CA
SAN DIEGO
TN
FRANKLIN
UT
DRAPER
FL
FORT LAUDERDALE
TX
NORTHLAKE
Advisors at this firm
30 advisors in the directory
Benjamin Lancelot Ambrosini
Investment Adviser Representative
Jeffrey Douglas Anderson
Investment Adviser Representative
Steven Delmon Clement
Investment Adviser Representative
Meris Arel Collier
Investment Adviser Representative
Lois Ann Crichton
Investment Adviser Representative
Christopher Harmon Donahugh
Investment Adviser Representative
Mitchell J Dunn
Investment Adviser Representative
Jennifer Polkinghorn Easley
Investment Adviser Representative
Wyatt Forrest Gibbs
Investment Adviser Representative
Alexandra Marie Gill
Investment Adviser Representative
Scott Edward Heinila
Investment Adviser Representative
Anthony William Kakuk
Investment Adviser Representative
Richard Alexander Leu
Investment Adviser Representative
Jonathan Dominic Lugo
Investment Adviser Representative
Jason Andrew Lunsford
Investment Adviser Representative
Dennis Wayne Manzo
Investment Adviser Representative
Kevin William Manzo
Investment Adviser Representative
Luke Andrew McClure
Investment Adviser Representative
Deron T McCoy
Investment Adviser Representative
James Anthony Milazzo
Investment Adviser Representative
Cory Persson
Investment Adviser Representative
Timothy Taylor Rickey
Investment Adviser Representative
Adrienne Rivett
Investment Adviser Representative
Eric Allen Sams
Investment Adviser Representative
Michael Loren Seid
Investment Adviser Representative
Mark Allen Sewalson
Investment Adviser Representative
Andrew Fowler Thomas
Investment Adviser Representative
Lauren Marie Vanveelen
Investment Adviser Representative
Mariah Yvonne Wisely
Investment Adviser Representative
Bart Adrian Zandbergen
Investment Adviser Representative
Regulatory & compliance
CRD number
#164081
SEC Number
801-76763
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee / Performance-based
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
axxcesswealth.comPhone
(858) 217-5347Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. AXXCESS WEALTH MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.