Axxcess Wealth Management, LLC
Axxcess Wealth Management, LLC is an SEC-registered investment adviser based in Carlsbad, California, founded in 2012. The firm provides customized wealth management and investment advisory services to individuals, high-net-worth individuals, trusts, estates, businesses, charitable organizations, retirement plans, other investment advisers, and municipal entities. Owned and led by Michael Seid (CEO/CCO) and Jonathan Brackmann (COO), the firm operates with a client-centered approach, offering highly tailored and holistic financial planning and investment management solutions.
Investment Strategy
Axxcess Wealth Management delivers highly customized investment advisory services, focusing on collaborative, client-centered wealth management. Portfolios are built individually based on client goals, risk tolerance, and specific needs. Services include discretionary and non-discretionary investment management, financial and estate planning, and coordination of business or real asset holdings, employing both internal and external investment solutions. The firm utilizes its Private Asset Platform to provide integrated reporting, including traditional securities as well as alternative assets like real estate, private equity, and private credit, aiming for comprehensive wealth oversight and long-term client partnership.
Top Holdings
Equity Positions (872)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VV | VANGUARD INDEX FDS | 6.95% | $297.2M | 1,041,825 | $196.40 | $285.30 | +$28.9M |
A AGG | ISHARES TR | 4.06% | $173.6M | 1,749,580 | $95.52 | $99.20 | +$4.6M |
M MSFT | MICROSOFT CORP | 2.41% | $103.1M | 208,215 | $344.08 | $497.41 | +$26.5M |
I IDEV | ISHARES TR | 2.24% | $95.7M | 1,258,824 | $58.50 | $76.04 | +$9.2M |
N NVDA | NVIDIA CORPORATION | 2.08% | $89.1M | 564,005 | $60.89 | $157.99 | +$29.3M |