Overview
Assets Under Management: $358 million
Headquarters: LOUISVILLE, KY
High-Net-Worth Clients: 116
Average Client Assets: $3 million
Frequently Asked Questions
ACCESS WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #339285), ACCESS WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
ACCESS WEALTH MANAGEMENT, LLC is headquartered in LOUISVILLE, KY.
ACCESS WEALTH MANAGEMENT, LLC serves 116 high-net-worth clients according to their SEC filing dated February 25, 2026. View client details ↓
According to their SEC Form ADV, ACCESS WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
ACCESS WEALTH MANAGEMENT, LLC manages $358 million in client assets according to their SEC filing dated February 25, 2026.
According to their SEC Form ADV, ACCESS WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 116
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.15
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 819
Discretionary Accounts: 712
Non-Discretionary Accounts: 107
Regulatory Filings
CRD Number: 339285
Filing ID: 2060125
Last Filing Date: 2026-02-25 14:53:16