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ACCESS WEALTH GROUP, LLC
CRD 327982
25 NORTH ST., DUBLIN, OH, 43017, United States
Phone
614-285-4777
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$19.6M
Discretionary AUM
$19.6M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-02-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 218 | $17.6M |
| High net worth individuals | 1 | $2.0M |
All web addresses on file
- https://www.instagram.com/rretcher614
- https://www.linkedin.com/in/ryan-retcher?original_referer=https%3A%2F%2Fwww.google.com%2F
- https://twitter.com/AccessWG
- https://www.linkedin.com/in/jeff-shengde-liu/
- https://www.accesswealth.vc
- https://www.facebook.com/profile.php?id=61550223923890
- https://www.linkedin.com/in/jonathan-m-gurney-chfc%C2%AE-13b31429/
- https://linkedin.com/in/access-wealth-group-17a710287
- https://facebook.com/AccessWealthGroup
- https://www.youtube.com/@jonathanmgurney
- https://twitter.com/jonathan_gurney
- https://www.facebook.com/jonathan.m.gurney
Official SEC filing: View on IAPD