# AXXCESS WEALTH MANAGEMENT, LLC

AXXCESS WEALTH MANAGEMENT, LLC of CARLSBAD, CA is an SEC-registered investment adviser.

## Registration

- CRD: 164081
- Type: SEC-registered investment adviser
- SEC file number: 801-76763
- Location: 6005 HIDDEN VALLEY ROAD, SUITE 290, CARLSBAD, CA, 92011
- Phone: (858) 217-5347
- Latest filing: 2026-03-31
- Regulatory AUM: $8.9B
- Discretionary AUM: $8.8B
- Non-discretionary AUM: $83.8M
- Clients: 72
- Accounts: 26,039

## Business model

- Compensation: % of AUM, Hourly, Fixed, Performance
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (22)

| 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 | — |


## Branch offices (52)

_Showing 15 of 52 offices._

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| CHARLESTON | WV | 7 | (304) 915-0260 |
| CHARLESTON | WV | 7 | (304) 915-0260 |
| LAGUNA BEACH | CA | 4 | (949) 668-0771 |
| LAGUNA BEACH | CA | 4 | (949) 668-0771 |
| BREA | CA | 3 | (714) 706-0401 |
| BREA | CA | 3 | (714) 706-0401 |
| GREENVILLE | NC | 2 | (919) 925-2671 |
| OVERLAND PARK | KS | 2 | (913) 354-5401 |
| OVERLAND PARK | KS | 2 | (913) 354-5401 |
| SCOTTSDALE | AZ | 2 | (442) 232-6726 |
| SCOTTSDALE | AZ | 2 | (442) 232-6726 |
| GREENVILLE | NC | 2 | (919) 925-2671 |
| NORTHLAKE | TX | 1 | (949) 503-3107 |
| — | — | 1 | (724)584-1355 |
| IRVINE | CA | 1 | (949) 371-1692 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/164081/brochure
- Similar advisers: https://search.stillhousedata.com/firm/164081/similar
- Related entities: https://search.stillhousedata.com/firm/164081/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/164081

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.