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- Custodian
- Charles Schwab & Company · First Clearing · LPL Financial · TD Ameritrade · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-06-2012
- Office Locations
- 20
Office Locations
About Axxcess Wealth Management, LLC
Axxcess Wealth Management provides open-architecture wealth management and investment advisory services, acting as an outsourced CIO and coordinating with clients’ other professional advisors. It serves wealth clients, corporate/small-business owners, and independent advisors, building portfolios across ETFs and public funds. For advisor transitions, it supports three models: stay independent on its TAMP, join its RIA under your brand (or theirs), or be incubated until registration is effective.
Reported data analysis
What the numbers show
Between August 22, 2025 and March 31, 2026, reported AUM increased 40.3%, from $6.3B to $8.9B.
Across 5 reported observations, AUM increased 147.4% between December 14, 2022 and March 31, 2026, from $3.6B to $8.9B.
Of the latest reported AUM, 99.1% is discretionary and 0.9% is non-discretionary.
The firm reports 44 advisory representatives and 17,538 clients, or 398.6 clients per representative. That equates to $506.3K in reported AUM per client.
The profile lists 20 reported office locations and 14 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Axxcess Wealth Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MICHAEL LOREN SEID
Chief Executive Officer
- CRD
- #2872749
- Ownership
- 75% or more
JONATHAN DANIEL BRACKMANN
CHIEF OPERATING OFFICER, Investment Advisor
- CRD
- #4075152
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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Benjamin Lancelot Ambrosini
Financial Advisor
- CRD
- #7251477
Jeffrey Douglas Anderson
--
- CRD
- #3193243
Showing 2 of 42 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,794,977,200 | $340,957 |
| Non-Discretionary | $83,818,813 | $343,520 |
| Total | $8,878,796,013 | $340,981 |
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Separately Managed Accounts
SMA allocation detail is available
Axxcess Wealth Management, LLC has reported separately managed account data across 9 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Axxcess Wealth Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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