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ACCESS WEALTH MANAGEMENT, INC.
4360 Brownsboro Road
Suite 101
Louisville, Kentucky 40207
Tel: 502-292-5500
About ACCESS WEALTH MANAGEMENT, INC.
ACCESS WEALTH MANAGEMENT, INC, formally registered with the SEC as ACCESS WEALTH MANAGEMENT, INC. The firm was established in 10/15/2015. They have over 1 offices throughout the country.
ACCESS WEALTH MANAGEMENT, INC. is a Louisville, Kentucky based Financial Planning firm with nearly $291,886,434 assets under management, offering retirement planning & investment advisory services to 817 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 281616 |
| SEC# | 801-106775 |
| Assets Managed by Firm | $291,886,434 |
| No. of Clients | 817 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 817 | $291,886,434 |
| Individuals (other than high net worth individuals) | 55 | $16,325,940 |
| High net worth individuals | 121 | $251,654,662 |
| Pension and profit sharing plans | Fewer than 5 clients | $3,503,008 |
| Charitable organizations | 5 | $3,363,048 |
| Corporations or other businesses | 18 | $17,039,776 |
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