ACCESS WEALTH MANAGEMENT, LLC

RIASEC RegisteredEst. 2026

Total AUM

$358M

Discretionary

$304M

85% of AUM

Avg account

$437K

Accounts

819

Employees

Advisory reps

Firm details

Headquarters: LOUISVILLE, Kentucky
CRD number: 339285
Registered since: February 27, 2026
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: HNWI89.15%
Corporations / Businesses5.79%
Individuals3.38%
Pension & Profit Sharing Plans1.46%
Charitable Organizations0.21%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Access Wealth Management, LLC is an independent registered investment adviser organized as an LLC. The firm reports SEC registration in 2026 and is owned by a mix of a domestic entity and an individual. It serves individual and family clients as well as institutional clients, and positions itself as a capital allocator that both manages portfolios directly and selects third‑party managers. Advisory services cited include financial planning, portfolio management for individuals and small businesses, and manager selection. The firm charges asset‑based fees and may apply performance‑based fees on certain accounts. It does not identify as an active ESG investor and is not described as a multi‑state adviser or pension consultant.