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RIA / WealthAdvisor29 years in industry

MICHAEL LOREN SEID

Advisor at AXXCESS WEALTH MANAGEMENT, LLC

CARLSBAD, CA

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Search this name across graphsid dfx:ria:e39fef68-2cba-0cce-f7d7-2b2a528a41af

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Apr 23, 1999 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: AXXCESS WEALTH MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 3, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Jun 3, 1997
First registration: Apr 23, 1999
Dual registered: no
Other names: MICHAEL L SEID|MIKE SEID
IAPD individual key: 2872749

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
AXXCESS WEALTH MANAGEMENT, LLC	Independent wealth	Jan 4, 2022	n/a	yes	CARLSBAD, CA	Current employment
ARETE WEALTH ADVISORS, LLC	Bd affiliated wealth	Feb 11, 2015	Oct 30, 2023	no	CARLSBAD, CA\|CHICAGO, IL	Previous registration
AXXCESS WEALTH MANAGEMENT, LLC	Independent wealth	Mar 12, 2013	Dec 31, 2021	no	CARLSBAD, CA	Previous registration
C.K. COOPER & COMPANY, INC.	n/a	Feb 20, 2009	Dec 12, 2011	no	IRVINE, CA	Previous registration
MARTIN KELLY CAPITAL MANAGEMENT, LLC	Former SEC adviser	Sep 3, 2007	Dec 19, 2012	no	SAN DIEGO, CA\|SAN DIEGO, CA	Previous registration
SIGNATOR INVESTORS, INC.	Former SEC adviser	Apr 23, 1999	Aug 14, 2007	no	SAN DIEGO, CA\|IRVINE, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ARETE WEALTH ADVISORS, LLC	AXXCESS WEALTH MANAGEMENT, LLC	Oct 30, 2023	Jan 4, 2022	-664	Firm change after gap	Ibd to RIA
AXXCESS WEALTH MANAGEMENT, LLC	ARETE WEALTH ADVISORS, LLC	Dec 31, 2021	Feb 11, 2015	-2,515	Firm change after gap	Other
MARTIN KELLY CAPITAL MANAGEMENT, LLC	C.K. COOPER & COMPANY, INC.	Dec 19, 2012	Feb 20, 2009	-1,398	Firm change after gap	Other
C.K. COOPER & COMPANY, INC.	AXXCESS WEALTH MANAGEMENT, LLC	Dec 12, 2011	Mar 12, 2013	456	Firm change after gap	Other
SIGNATOR INVESTORS, INC.	MARTIN KELLY CAPITAL MANAGEMENT, LLC	Aug 14, 2007	Sep 3, 2007	20	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
164081:145488:CA:2021-12-31	Dec 31, 2021	Feb 11, 2015	CARLSBAD, CA	Firm change after gap

Relationships

Registered with (5)

→ AXXCESS WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Mar 12, 2013 to Dec 31, 2021factForm ADV
→ ARETE WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Feb 11, 2015 to Oct 30, 2023factForm ADV
→ MARTIN KELLY CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Sep 3, 2007 to Dec 19, 2012factForm ADV
→ C.K. COOPER & COMPANY, INC.Registered adviserregistration: previous registration
Feb 20, 2009 to Dec 12, 2011factForm ADV
→ SIGNATOR INVESTORS, INC.Registered adviserregistration: previous registration
Apr 23, 1999 to Aug 14, 2007factForm ADV

Dated events

Occurred
Oct 30, 2023
Advisor changed firm
Michael Loren Seid left Arete Wealth Advisors, Llc for Axxcess Wealth Management, Llc (registered 2022-01-04)
Form ADVobserved 4 days ago