ACCESS WEALTH GROUP, LLC

Overview

Access Wealth Group, LLC is an independent registered investment adviser focused on serving individual and family clients with financial planning and portfolio management tailored to smaller households and business owners. The firm runs a largely equity-oriented strategy: exchange-traded equities are the dominant sleeve of client portfolios, and discretionary management accounts account for the firm’s active advisory book. In addition to client-facing planning and portfolio services, the firm conducts educational seminars and workshops and is involved in sponsor/GP roles for pooled investment vehicles, indicating some capability to structure or manage private pooled offerings on behalf of clients. The firm charges clients on a percentage-of-assets-under-management basis and can also bill hourly for advisory work. Access Wealth Group is not positioned as an ESG specialist and does not operate as a multi-state adviser. Its business footprint and product set reflect a boutique RIA that emphasizes liquid equity exposure while maintaining the operational flexibility to create or sponsor pooled investment structures.

Assets & Accounts

Public Holdings

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Location & Offices