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ACCESS WEALTH
ACCESS WEALTH PLANNING, LLC
CRD 112973 · SEC 801-60406
120 EAGLE ROCK AVENUE, SUITE 230, EAST HANOVER, NJ, 07936, United States
Phone
973-740-2400
Fax
973-461-4717
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$539.1M
Discretionary AUM
$539.1M
Team
6 total employees; 6 advisory reps; 5 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersACCOUNT AGGREGATION SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 242 | $89.4M |
| High net worth individuals | 121 | $436.6M |
| Pension/profit sharing plans | 7 | $7.4M |
| Charitable organizations | 1 | $347K |
| Corporations/business entities | 2 | $5.4M |
States served
CA, NJ, NY, NC, PA, RI, SC, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD