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| Keyboard |
| Access Wealth Management LLC
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|---|---|
| CRD # | 339285 |
| SEC # | 801-135370 |
| CIK # | |
| AUM | 357.7 M (2026-04-20) |
| Employees | 5 (60% Investors, 40% Brokers) |
| Phone | 502-292-5500 |
| Address | 4360 Brownsboro Road Louisville, KY 40207 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 41 | 12.1 |
| (b) Individuals (high net worth individuals) | 116 | 318.9 |
| (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 | 5.2 |
| (h) Charitable organizations | 0 | 0.7 |
| (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 | 17 | 20.7 |
| (n) Other | 0 | 0.0 |
| Total | 819 | 357.7 |
| By Discretionary | ||
| Discretionary | 712 | 304.1 |
| Non-Discretionary | 107 | 53.6 |
| Total | 819 | 357.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 357.7 | |
| Total | 819 | 357.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Ridgepath Capital Management LLC
✚
|
TN | 358.9 M |
|
Aurora Investment Managers LLC
✚
|
FL | 358.7 M |
|
Cloverfields Capital Group LP
✚
|
MN | 358.7 M |
|
US Asset Management LLC
✚
|
PA | 358.5 M |
|
Consolidated Capital Management LLC
✚
|
CA | 358.4 M |
|
Prufid Financial Advisors LLC
✚
|
358.0 M | |
|
Conservative Wealth Management LLC
✚
|
357.5 M | |
|
Lifespan Financial Strategies Inc
✚
|
FL | 357.4 M |
|
Moment Private Wealth LLC
✚
|
MO | 357.2 M |
|
Carnegie Wealth Management LLC
✚
|
PA | 357.1 M |