|
⚲
|
| Access Wealth Management Inc
✚
| |
|---|---|
| CRD # | 281616 |
| SEC # | 801-106775 |
| CIK # | |
| AUM | $291.9 MM (2024-08-20) |
| Employees | 4 (75% Investors, 50% Brokers) |
| Phone | 502-292-5500 |
| Address | 4360 Brownsboro Road Louisville, KY 40207 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| RE | Access Real Estate Fund I LLC | 2024-03-30 | 17.0 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 55 | 16.3 |
| (b) Individuals (high net worth individuals) | 121 | 251.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 3.5 |
| (h) Charitable organizations | 5 | 3.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 18 | 17.0 |
| (n) Other | 0 | 0.0 |
| Total | 817 | 291.9 |
| By Discretionary | ||
| Discretionary | 735 | 259.6 |
| Non-Discretionary | 82 | 32.3 |
| Total | 817 | 291.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 8.2 | |
| United States Persons | 283.7 | |
| Total | 817 | 291.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Stony Point Wealth Management Inc
✚
|
VA | 0.4 |
|
KDK Private Wealth Management LLC
✚
|
TX | 0.4 |
|
Holcombe Financial Inc
✚
|
GA | 0.3 |
|
Fairbanks Capital Management Inc
✚
|
CA | 0.3 |
|
Insight 2811 Inc
✚
|
IL | 0.3 |
|
Wellington Wealth Strategies LLC
✚
|
IN | 0.3 |
|
Integrated Capital Management LLC
✚
|
MI | 0.3 |
|
Addicus Advisory LLC
✚
|
MS | 0.3 |
|
Kinloch Capital LLC
✚
|
VA | 0.2 |
|
Redbud Advisors LLC
✚
|
TX | 0.2 |