Accessalpha Worldwide LLC

Broker-DealerFINRA MemberEst. 2007
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 has been registered with the SEC since 2007. The firm is classified in FINTRX as a placement agent and is owned by an individual. As recorded, Accessalpha Worldwide LLC does not operate as a capital allocator; its classification as a placement agent indicates its primary function is intermediary work around capital raising or placement activity rather than discretionary portfolio management. The FINTRX record also flags that the firm is not an active ESG investor, is not registered as a multi‑state adviser, and is not identified as a pension consultant or a related adviser. Publicly listed fields for client segments, fee structure, business lines and advisory activities are not provided in the dataset.

Assets & Accounts

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
  • Willard Velie

    Willard Velie

    Relationship ManagerCRD 1179937

  • Patrick Magner

    Patrick Magner

    PrincipalCRD 2075975

  • Robert Leclercq

    Robert Leclercq

    PresidentCRD 1384014

Unlock 2 more contacts

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