AXXCESS WEALTH MANAGEMENT, LLC of CARLSBAD, CA is an SEC-registered investment adviser (CRD 164081). Regulatory assets under management: $8.9B.
Compensation: % of AUM, Hourly, Fixed, Performance.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Michael Cosimo Licosati | PASSIVE MEMBER | — |
| Henry Ward Winship | PASSIVE MEMBER | — |
| Michael Loren Seid | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, AND CHIEF COMPLIANCE OFFICER | — |
| Kevin William Manzo | PASSIVE INVESTOR | — |
| Richard James Waters | OWNER | — |
| Marguerite Marie Waters | OWNER | — |
| Cory Persson | PASSIVE INVESTOR | — |
| Andrew Fowler Thomas | PASSIVE INVESTOR | — |
| Jonathan Daniel Brackmann | CHIEF OPERATING OFFICER | — |
| WINSHIP HENRY JAY WARD | MEMBER OF BXC; PASSIVE MEMBER | — |
| LICOSATI MICHAEL COSIMO | PASSIVE MEMBER | — |
| WATERS GEORGE JAMES | OWNER | — |
| SEID MICHAEL LOREN | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER; MANAGING MEMBER, CEO, AND CHIEF COMPLIANCE OFFICER; MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, AND CHIEF COMPLIANCE OFFICER | — |
| THOMAS ANDREW FOWLER | PASSIVE INVESTOR | — |
| BUCHNER TODD ALLEN | MANAGING MEMBER OF BXC | — |
| MANZO KEVIN WILLIAM | PASSIVE INVESTOR | — |
| LICOSATI MICHAEL | MEMBER OF BXC; PASSIVE MEMBER | — |
| Waters Marguerite Marie | OWNER | — |
| Persson Cory | PASSIVE INVESTOR | — |
| BRACKMANN JONATHAN DANIEL | CHIEF OPERATING OFFICER | — |
| Craig Mercure | OWNER | — |
| Cheryl Mercure | OWNER | — |