Private clients & family offices · Axxcess Wealth Management

Independent advice for families with complex wealth.

Axxcess Wealth Management has served as a fiduciary to successful individuals, families, and entrepreneurs since 2011. We have no in-house funds, no proprietary products, and no incentive to recommend either. What we do have is the infrastructure of a large institution — 400+ managers, an alternatives platform, institutional custody, and a team that has run family offices — placed behind an advisor whose only obligation is to you.

Request a private conversation How we work Meet the advisors
Conversations are confidential and without obligation. Form ADV and our Client Relationship Summary are linked below.
Axxcess Customized Portfolio PlatformMore than 400 Asset Management strategies are available on the platform. These subadvisor relationships deliver a unique, tax efficient portfolio solution to end clients that eliminate costly layers of fees and delivers the portfolio strategies of some of the world's preeminent asset managers. Axxcess has direct indexing, and concentrated position hedging solutions. Axxcess can help implement and scale models or strategies, through our white labeled ACPP solution.
Wealth ManagementThe Axxcess Customized Portfolio Platform allows Advisor Firms to build multi manager strategies as stand-alone portfolio solutions, or to complement Advisor directed strategies.
2011Fiduciary to private clients since
$14.4BPlatform assets · Dec 31, 2025 (Form ADV)
NoneIn-house funds or proprietary products
400+Institutional managers available to you
What to expect at this level

Six things an advisor to complex wealth should be able to do.

Most firms can manage a brokerage account. Families with operating businesses, real estate, private investments, concentrated stock, and several generations need considerably more. This is what Axxcess is built for.

01

See everything, in one place

Brokerage, retirement plans, alternatives, real estate, private companies, lending, and held-away accounts — reported together by household, entity, account, and strategy. Online, in the app, and on paper.

02

Reach institutional investments

Private equity, private credit, hedge funds, and real assets alongside 400+ separately managed strategies, in a single account. Digital subscription documents, capital-call and K-1 tracking, MOIC and IRR on direct investments.

03

Plan taxes as part of investing

Concentrated stock positions, 1031 exchange unwinds, the sale of a closely held business, and Roth conversions each carry consequences that belong inside the investment plan, not after it — worked through with your CPA and counsel.

04

Stay independent by structure

No in-house funds, no trading for our own account, no product quotas. We select managers and partners without pressure and disclose every fee and conflict in Form ADV.

05

Coordinate the whole picture

Your CPA, estate attorney, trustees, and insurance advisors work from the same plan. We bring trust solutions, portfolio and real-asset lending, insurance coordination, and retirement plan design to the table.

06

Choose where your assets live

Schwab, Wells Fargo First Clearing, Goldman Sachs Advisor Solutions, Morgan Stanley, and leading trust companies. Axxcess never takes custody of your assets.

How we work

A written plan, a fiduciary standard, and one advisor who owns the relationship.

You'll receive our Form ADV and an engagement agreement before anything else. Your advisor documents your objectives, time horizons, risk tolerance, and the way you prefer to be involved, and usually formalizes an investment policy statement. Accounts are monitored at least monthly; we meet quarterly and annually, in person or by phone, and you can grant us full or limited discretion — your choice.

Start the conversation
Fee-based. No commissions on advisory accounts. Complete fee disclosure in Form ADV Part 2A.
Before you commit to anything, you can see how we'd see you.
  • Link your existing accounts securely through our aggregation technology — before becoming a client.
  • Your advisor stress-tests your current portfolio against real-world scenarios in the Axxcess Allocator, which tracks 90+ economic and market factors.
  • You receive a proposal and a plan built on your actual holdings, not a template.
  • Then you decide.
Investment approach

Open architecture, conviction-driven, diversified by design.

We combine internally managed strategies with rigorously selected third-party managers, funds, and alternatives. Our investment team has managed significant assets at global banks, fund managers, and family-owned companies, and our approach starts with a top-down view of the economic environment before a single security is selected.

Portfolio construction

Investment policy first, then capital market assumptions, then risk-based models across equity, fixed income, international, alternatives, and cash. Rules-based rebalancing that scales across asset classes.

Alternatives & private markets

Curated access spanning the liquidity spectrum — private equity, private credit, real assets, hedge funds — with rigorous, committee-overseen due diligence and first-look and exclusive opportunities through our partners.

Risk you can see

Proposals can be stress tested against a wide variety of economic scenarios to model a wide range of potential investment outcomes.

"Investors demand institutional-quality managers, analytical technology, maximum transparency, independent service providers, and control over their investment decisions. We built the platform to deliver all five." Axxcess Wealth Management
The portal

Your whole balance sheet, on every screen.

From within the client portal you can track performance, holdings, balances, and cash flows for your held-away and Axxcess-managed accounts. All of your holdings can be accessed daily through one secure, online portal, and we built our reporting platform to deliver a comprehensive view of your wealth on your phone, your tablet, and your laptop.

  • Performance reporting at the household, registration, account, security, and strategy levels
  • Outside accounts aggregated directly into your reporting, including workplace retirement plans and private assets
  • Digital storage and a client vault for statements, plans, and estate documents
  • Digitally sign account forms from the same system, on whatever device you are holding
  • Rich content customized in both report and web views, so you and your advisor see the information the way you prefer
Phone, tablet, laptop
  • The Axxcess client app for iPhone and Android, and the same portal on your tablet and laptop
  • Planning results delivered in real time, directly into your portal
  • Stress tests and what-if scenarios you can revisit between meetings
Axxcess Platform

Customized Sleeve Strategy Portfolio.

Blend direct equity, fixed income, international strategies, alternatives, and cash inside one account, each in its own sleeve. Touch a segment or a strategy to see what it does, and try an illustrative mix.

Sleeve strategy portfolio

Every strategy in its own sleeve, all of it in one account.

Each custodial account can be sleeved to incorporate advisor-directed and third-party managed strategies. This allows your advisor to apply a fee schedule to each strategy and report on each one at the sleeve and security level, while you keep one account number and one statement.

Illustrative mixes

Illustrative allocations only, not a recommendation. Your allocation follows your investment profile and is reviewed with you on a regular basis.

Hedge funds

Hedge fund access can be direct, or through one of our institutional platform partners, whichever is more advantageous for you.

Private equity

Track capital commitments, capital drawn, allocations by manager, risk, strategy, and type.

Private credit & debt

Private credit includes middle market, platform, and hard money lending, reported alongside traditional fixed income.

Real estate

Directed, syndicated, partnership, fund, and REIT holdings can be tracked and reported through the platform.

Alternative investments involve additional risks, including illiquidity and possible loss of principal, and are available only to investors who meet applicable accredited investor or qualified purchaser requirements.

Sleeving, explained

Many strategies. One account.

A sleeve is a partition inside a single custodial account that is managed, billed, and reported as its own strategy. Instead of opening a separate account for every manager, each strategy is assigned to a sleeve of the same account. You keep one account number and one statement; your advisor keeps full visibility into every strategy inside it. Toggle the two views, then click any sleeve.

The old way. One account per manager: five account numbers, five statements, five fee calculations, five sets of paperwork.
Your account · one custodial account number
Custody stays with the custodian you choose
1 statement1 fee calculation1 login
ACCT ····4471
Your advisor's strategy
Advisor-directed
StatementFeeLogin
ACCT ····9038
Equity manager
Institutional SMA
StatementFeeLogin
ACCT ····2216
Fixed income manager
Institutional SMA
StatementFeeLogin
ACCT ····7750
Private credit fund
Alternative · subscription
StatementFeeK-1
ACCT ····1184
Real estate
Alternative · fund or direct
StatementFeeK-1
5Account numbers
5Statements
5Fee calculations
5Logins
Why it matters

Fewer accounts, fuller picture.

Third-party managers trade their strategies inside a single brokerage account, reducing the number of accounts needed to implement a strategy and simplifying complex estate and family situations.

  • Allocation reports and performance for each strategy, inside one account
  • A fee schedule per sleeve, one fee calculation on your statement
  • Reporting at the household, account, sleeve, and security level
  • Alternatives held and reported next to your public securities
Click a sleeve to see what it holds and how it is reported.

Illustrative account structure. Allocations shown are examples, not a recommendation. Alternative investments are available only to investors who meet applicable accredited investor or qualified purchaser requirements and involve additional risks, including illiquidity.

Client logins

Two logins, one relationship.

Axxcess Wealth Client Portal

Accounts, statements, performance reporting, documents, and the mobile app, for managed and held-away accounts.

Open the client portal

Wealth Planning

Your financial plan, goals, cash flow, and what-if scenarios, kept current between reviews.

Open wealth planning

Need help signing in? Email support@axxcessplatform.com or call 1-866-217-5607.

Your team

The people you'll actually work with. They're the reason clients stay.

Jon Brackmann, CIMA®, MBA

Chief Operating Officer & Managing Director

Runs the firm day to day. Eleven years at Axxcess after twelve at Calamos Investments serving advisors across wirehouse, independent, RIA, and bank channels.

Cory Persson, CFA®, CFS®

Chief Investment Officer

Oversees more than $8 billion of investments and is responsible for portfolio construction and trading. Formerly Director of Investment Strategy at Pacific Capital.

Deron McCoy, CFA®, CFP®, CAIA®, AIF®

Chief Wealth Officer

Former CIO at SEIA, where he led the investment team for 22 years as the firm grew from $200 million to over $20 billion. Leads the firm's tax-aware portfolio strategies for complex situations.

Danielle Fasse

Director of Platform Support

Former Orion senior support and data specialist. Leads the team that runs billing, reporting, and reconciliation inside client databases every day, so the numbers you see are right.

Adrienne Rivett, AIF®

Director of Platform Services

Owns onboarding and transitions for every advisor and family joining the platform. Ten years as a senior vice president at Redhawk Wealth Advisors running growth, operations, and compliance.

Michael Seid, Founder & CEO. Started Axxcess in 2011 out of the family offices he ran, on the belief that families and their advisors deserve institutional infrastructure without institutional conflicts. He still builds the platform's systems himself and has managed client assets as a fiduciary since 1998. Jeff Anderson, CFA®, Director of Portfolio Solutions, manages the alternatives platform and co-leads portfolio construction; his career began on the floor of the New York Stock Exchange.

A private conversation, on your terms.

Request a private conversation Call 1-866-217-5607
Carlsbad, CA · Scottsdale, AZ · Form ADV Part 2A · Client Relationship Summary