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 | — |
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 |