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- Custodian
- Charles Schwab & Company · First Clearing · LPL Financial · TD Ameritrade · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Element signalWave prime +more
- Established Date
- 06-06-2012
- Office Locations
- 22
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.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MICHAEL LOREN SEID
Chief Compliance Officer, Chief Executive Officer, Investment Advisor, Managing Member
- CRD
- #2872749
- Ownership
- 75% or more
JONATHAN DANIEL BRACKMANN
CHIEF OPERATING OFFICER, Investment Advisor
- CRD
- #4075152
- Ownership
- Less than 5%
Value beacon
Catalyst ridge atlas
- CRD
- #47049
- Ownership
- 12.2%
Showing 2 of 5 owners & executives
Unlock allContacts
Benjamin Lancelot Ambrosini
--
- CRD
- #7251477
Jeff Anderson
Director of Portfolio Solutions
- CRD
- --
North oak
Harbor harbor
- CRD
- #61019
Showing 2 of 47 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
Total SMA Asset: $8,878,796,013
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $291,906,390 | 17.7% |
| Equity - Exchange | $192,955,071 | 11.7% |
| Cash | $117,092,394 | 7.1% |
| Municipal Bonds | $305,099,899 | 18.5% |
| Private Funds | $196,253,449 | 11.9% |
| U.S. Government/Agency | $290,257,201 | 17.6% |
| Corporate - Investment Grade | $184,709,128 | 11.2% |
| Other | $70,915,112 | 4.3% |
| Total | $1,649,188,644 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| GLACIER ALPHA | DELTA PIONEER | K9JXC2IHI | ZGB | 1.09% | $97,625,053 |
| ZENITH VITAL | BRIDGE HARBOR | UQQN10CHX | DGR | 6.59% | $13,821,112 |
| MOMENTUM TIMBER | PEAK HORIZON | B93EA226G | TAHLZ | 3.10% | $18,183,097 |
| UNISON ELEMENT HARBOR | GLACIER MATRIX | NLU7N67MX | FFVX | 1.54% | $60,635,811 |
| OPTIMA FOUNDATION CATALYST | FUSION GLACIER | AWPJ9W7HS | CKSM | 8.36% | $8,326,267 |
| ATLAS TIMBER DELTA | QUANTUM FUSION | EGC6ZN529 | PWJ | 0.68% | $28,745,639 |
| FUSION SUMMIT | MATRIX PIONEER | IBUGNAS85 | ZJTM | 5.25% | $28,982,980 |
| EMBER VALUE WAVE | ZENITH RIDGE | 5X1170P6Q | GVKC | 6.41% | $99,001,953 |