Suggestions
Michael Seid
CEO at Axxcess Wealth Management, LLC
Michael Seid is a seasoned professional with over 20 years of experience in investment, finance, management, and operations.
Currently serving as the CEO of Axxcess Wealth Management, a SEC Registered Investment Advisor, Michael leads a team known for tailoring customized portfolio services.
Axxcess stands out by offering a comprehensive suite of services that integrate various investment options like real estate, private equity, and hedged investments, creating a one-of-a-kind UMA/TAMP framework used across different channels including RIA, BD, and direct channels.
A key feature of the Axxcess Platform is its robust investment management system that consolidates and reconciles securities from major custodians, self-directed accounts, and private placements.
Axxcess is flexible in accommodating the investment preferences of clients without bias or restriction, including traditional and self-directed custodians, and handling diverse holdings such as private stock, LLC units, partnerships, closely held corporations, real estate, private equity, and hedge funds.
Michael Seid's educational background includes a Bachelor of Science in Biology and a Bachelor of Arts in Economics and Finance from the University of California, San Diego, where he completed his studies in 1996.