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| Happy Holidays!! thanks for using AUM13F!! |
| Access Wealth Planning LLC
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| CRD # | 112973 |
| SEC # | 801-60406 |
| CIK # | |
| AUM | $490.4 M (2025-03-26) |
| Employees | 6 (100% Investors, 17% Brokers) |
| Phone | 973-740-2400 |
| Address | 120 Eagle Rock Avenue East Hanover, NJ 07936 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 269 | 88.6 |
| (b) Individuals (high net worth individuals) | 124 | 396.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 4.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 1.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,014 | 490.4 |
| By Discretionary | ||
| Discretionary | 1,014 | 490.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,014 | 490.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 490.4 | |
| Total | 1,014 | 490.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Hoxton Planning & Management LLC
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|
WV | 0.5 |
|
HC Advisors LLC
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|
GA | 0.5 |
|
CURA Wealth Advisors LLC
✚
|
IL | 0.5 |
|
Seed Planning Group LLC
✚
|
NY | 0.5 |
|
Burkett Financial Services LLC
✚
|
SC | 0.5 |
|
Addison Advisors LLC
✚
|
VT | 0.5 |
|
VAM Group Inc
✚
|
MI | 0.5 |
|
Concorde Asset Management LLC
✚
|
MI | 0.5 |
|
Westward Investment Advisory LLC
✚
|
KS | 0.5 |
|
Poehling Capital Management Inc
✚
|
WI | 0.5 |