|
⚲
|
| Access Wealth Planning LLC
✚
|
|
|---|---|
| CRD # | 112973 |
| SEC # | 801-60406 |
| CIK # | |
| AUM | $367.1 MM (2023-03-29) |
| Employees | 12 (50% Investors, 8% Brokers) |
| Phone | 973-740-2400 |
| Address | 120 Eagle Rock Avenue East Hanover, NJ 07936 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 288 | 94.0 |
| (b) Individuals (high net worth individuals) | 97 | 273.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 385 | 367.1 |
| By Discretionary | ||
| Discretionary | 385 | 367.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 385 | 367.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 367.1 | |
| Total | 385 | 367.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Boston Standard Wealth Management LLC
✚
|
MA | 0.4 |
|
Hamilton Wealth LLC
✚
|
CA | 0.4 |
|
Affinity Investment Group LLC
✚
|
NH | 0.4 |
|
A & I Financial Services LLC
✚
|
CO | 0.4 |
|
Fortitude Advisory Group LLC
✚
|
WA | 0.4 |
|
Midwest Financial Group LLC
✚
|
KS | 0.4 |
|
Dorian Eason Asset Management LLC
✚
|
TN | 0.4 |
|
Sivia Capital Partners LLC
✚
|
CA | 0.4 |
|
Wespac Advisors Socal LLC
✚
|
CA | 0.4 |
|
Hinds Financial Group Inc
✚
|
CO | 0.4 |