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| Keyboard |
| Access Wealth Planning LLC
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|---|---|
| CRD # | 112973 |
| SEC # | 801-60406 |
| CIK # | |
| AUM | 539.1 M (2026-03-24) |
| Employees | 6 (100% Investors, 17% Brokers) |
| Phone | 973-740-2400 |
| Address | 120 Eagle Rock Avenue East Hanover, NJ 07936 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 242 | 89.4 |
| (b) Individuals (high net worth individuals) | 121 | 436.6 |
| (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 | 7 | 7.4 |
| (h) Charitable organizations | 1 | 0.3 |
| (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 | 2 | 5.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,009 | 539.1 |
| By Discretionary | ||
| Discretionary | 1,009 | 539.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,009 | 539.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.9 | |
| United States Persons | 536.3 | |
| Total | 1,009 | 539.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 5 (1 non-US) |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Gray Private Wealth LLC
✚
|
MA | 540.7 M |
|
IMC Advisors LLC
✚
|
IN | 540.0 M |
|
Spirit of America Management Corp
✚
|
NY | 540.0 M |
|
Dynamic Financial Group LLC
✚
|
IA | 539.6 M |
|
River Street Advisors LLC
✚
|
IL | 539.2 M |
|
Buska Wealth Management LLC
✚
|
WI | 538.7 M |
|
Morris Financial Concepts Inc
✚
|
SC | 538.4 M |
|
Arkfeld Wealth Strategies LLC
✚
|
NE | 538.0 M |
|
Weaver Capital Management LLC
✚
|
GA | 537.8 M |
|
Rareview Capital LLC
✚
|
NV | 537.5 M |