Access Wealth Planning LLC

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Assets, Funds, Holdings

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Access Wealth Planning LLC
CRD #112973
SEC #801-60406
CIK #
AUM $404.0 MM (2024-08-27)
Employees 6 (100% Investors, 17% Brokers)
Phone973-740-2400
Address120 Eagle Rock Avenue
East Hanover, NJ 07936
Source [IAPD] [Website]
Total AUM ($MM)
17001360102068034002001200920172025
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
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