ACCESS WEALTH PLANNING, LLC
Doing business as ACCESS WEALTH. SEC Form ADV profile.
Total regulatory AUM
$539,117,584
Discretionary
$539,117,584
Non-discretionary
$0
Firm details
- CRD number
- 112973
- SEC file number
- 801-60406
- Main office
- EAST HANOVER, NJ, United States
- Employees
- 6
- SEC status
- Approved
- Website
- http://www.access-wealth.com
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.