Accessalpha Worldwide LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Chicago, Illinois
CRD number
142279
Registered since
March 21, 2007

Firm profile

FINTRX

Overview

Accessalpha Worldwide LLC is organized as a limited liability company and is classified in FINTRX as a placement agent. The firm appears to be owner-operated (owner type: individual) rather than organized as a capital allocator or an adviser platform. As a placement agent, its core role is intermediary in capital-raising and investor introductions rather than portfolio management or direct asset allocation. Available metadata indicates the firm does not identify as an active ESG investor, does not operate as a multi-state adviser, and is not listed as a pension consultant or related adviser. There is no public information in the provided data about fee schedules, advisory services, client segments, or investment mandates.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 5
  • Brian Lenart

    Brian Lenart

    FinOpCRD 736107

  • Willard Velie

    Willard Velie

    Relationship ManagerCRD 1179937

  • Robert Leclercq

    Robert Leclercq

    PresidentCRD 1384014

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Chicago, IL

Cook

Location

Chicago, IL

Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
444 W Lake St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth