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| Happy Holidays!! thanks for using AUM13F!! |
| Access Wealth Management Inc
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| CRD # | 281616 |
| SEC # | 801-106775 |
| CIK # | |
| AUM | $319.0 M (2025-06-11) |
| Employees | 5 (60% Investors, 40% Brokers) |
| Phone | 502-292-5500 |
| Address | 4360 Brownsboro Road Louisville, KY 40207 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| RE | Access Real Estate Fund I LLC | 2024-03-30 | 17.0 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 44 | 15.3 |
| (b) Individuals (high net worth individuals) | 118 | 276.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 3.9 |
| (h) Charitable organizations | 5 | 3.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 20 | 20.1 |
| (n) Other | 0 | 0.0 |
| Total | 821 | 319.0 |
| By Discretionary | ||
| Discretionary | 709 | 265.9 |
| Non-Discretionary | 112 | 53.1 |
| Total | 821 | 319.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 9.8 | |
| United States Persons | 309.2 | |
| Total | 821 | 319.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
CWC Advisors LLC
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|
OR | 0.4 |
|
Holcombe Financial Inc
✚
|
GA | 0.4 |
|
Fairbanks Capital Management Inc
✚
|
CA | 0.4 |
|
Integrated Capital Management LLC
✚
|
MI | 0.4 |
|
Redbud Advisors LLC
✚
|
TX | 0.3 |
|
Insight 2811 Inc
✚
|
IL | 0.3 |
|
Argentarii LLC
✚
|
OH | 0.3 |
|
Addicus Advisory LLC
✚
|
MS | 0.3 |
|
Kinloch Capital LLC
✚
|
VA | 0.3 |
|
Cohen Investment Advisors LLC
✚
|
NH | 0.2 |