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| Access Wealth Planning LLC
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| |
|---|---|
| CRD # | 112973 |
| SEC # | 801-60406 |
| CIK # | |
| AUM | $404.0 MM (2024-08-27) |
| Employees | 6 (100% Investors, 17% Brokers) |
| Phone | 973-740-2400 |
| Address | 120 Eagle Rock Avenue East Hanover, NJ 07936 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 290 | 93.6 |
| (b) Individuals (high net worth individuals) | 114 | 310.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 978 | 404.0 |
| By Discretionary | ||
| Discretionary | 978 | 404.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 978 | 404.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 404.0 | |
| Total | 978 | 404.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Ratson Advisory LLC
✚
|
NY | 0.4 |
|
Argonautica Private Wealth Management Inc
✚
|
MA | 0.4 |
|
Priebe Wealth Holdings LLC
✚
|
MN | 0.4 |
|
Lowe Wealth Advisors LLC
✚
|
MD | 0.4 |
|
Global Trust Asset Management LLC
✚
|
FL | 0.4 |
|
Argent Wealth LLC
✚
|
MS | 0.4 |
|
Fiduciary Advisors LLC
✚
|
UT | 0.4 |
|
Strengthening Families & Communities LLC
✚
|
MA | 0.4 |
|
Lifeinvest Wealth Management Ltd
✚
|
FL | 0.4 |
|
Second Line Capital LLC
✚
|
LA | 0.4 |