ACCESS WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$357,683,282
Discretionary
$304,102,880
Non-discretionary
$53,580,402
Firm details
- CRD number
- 339285
- SEC file number
- 801-135370
- Main office
- LOUISVILLE, KY, United States
- Employees
- 5
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Performance-based
As of October 2026.