About Axxcess Wealth Management

Axxcess Wealth Management is a Financial Service company, headquartered in Carlsbad, with 51 - 200 employees and annual revenue of $5M - $20M.

The purpose of our firm is to deliver wealth management advice, investment management services, and capital allocation strategy to family offices, business owners, and high net worth clients. We focus on investment and wealth management solutions by approaching each client individually. We do not ma...

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Axxcess Wealth Management Company Highlights

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Phone Number

(858) 217-xxxx

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Corporate Office Address

6005 Hidden Valley Road
Carlsbad, 92011

Industries Served

Financial Service

Number of Employees

51 - 200 Employees

Company Revenue

$5M - $20M

Axxcess Wealth Management Email Format

The most common Axxcess Wealth Management email format is [first] (ex. john@axxcesswealth.com), currently being used by 55% of Axxcess Wealth Management business email addresses. There are 8 email formats used by Axxcess Wealth Management.

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Axxcess Wealth Management Org

Axxcess Wealth Management has 6 C-Level, 9 Director, 3 Manager, 1 Senior, 6 Mid-Level, and 1 Other employees.

Axxcess Wealth Management Decision Makers

  • CEOMichael Seid
  • CFOShannon Case

Axxcess Wealth Management's Tech Stack

Apache
Apache HTTP Server
Chart.js
Font Awesome

Frequently Asked Questions About
Axxcess Wealth Management

FAQs

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Who is the CEO of Axxcess Wealth Management?

The CEO of Axxcess Wealth Management is Michael Seid. See full contact details  ›

Who is the CFO of Axxcess Wealth Management?

The CFO of Axxcess Wealth Management is Shannon Case. See full contact details  ›

How many senior employees does Axxcess Wealth Management have?

Axxcess Wealth Management has 19 senior employees that are typically used for decision making.

What email format does Axxcess Wealth Management use?

The most common Axxcess Wealth Management email format is {first} (e.g. john@axxcesswealth.com).

Who are the key decision makers at Axxcess Wealth Management?

Key decision makers at Axxcess Wealth Management include Michael Seid (CEO) and Shannon Case (CFO). See full contact details  ›

What technologies does Axxcess Wealth Management use?

Axxcess Wealth Management uses technologies including Apache HTTP Server, Chart.js, and Font Awesome.

How do I contact Axxcess Wealth Management?

To contact Axxcess Wealth Management, visit axxcesswealth.com.

What companies are similar to Axxcess Wealth Management?

Companies similar to Axxcess Wealth Management include AllianceBernstein, Ares Management Corporation, and CCM.

Where is Axxcess Wealth Management headquartered?

Axxcess Wealth Management is headquartered at 6005 Hidden Valley Road, Carlsbad.

What is the main phone number for Axxcess Wealth Management?

The main phone number for Axxcess Wealth Management is (858) 217-xxxx.

What is the official website for Axxcess Wealth Management?

The official website for Axxcess Wealth Management is axxcesswealth.com.

What is the annual revenue of Axxcess Wealth Management?

The annual revenue of Axxcess Wealth Management is $5M - $20M.

How many employees does Axxcess Wealth Management have?

Axxcess Wealth Management has 51 - 200 employees.

What industry is Axxcess Wealth Management in?

Axxcess Wealth Management is in the Financial Service industry.

Last updated: November 4, 2025

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