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ACCESS WEALTH MANAGEMENT, LLC
CRD 339285 · SEC 801-135370
4360 BROWNSBORO ROAD, STE .101, LOUISVILLE, KY, 40207, United States
Phone
502-292-5500
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$357.7M
Discretionary AUM
$304.1M
Team
5 total employees; 3 advisory reps
Clients
51-100
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-04-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 41 | $12.1M |
| High net worth individuals | 116 | $318.9M |
| Corporations/business entities | 17 | $20.7M |
States served
CA, IN, KY, OH, FL
All web addresses on file
Official SEC filing: View on IAPD