Key facts
- ACCESS WEALTH MANAGEMENT, INC. is a other based in LOUISVILLE, KY.
- ACCESS WEALTH MANAGEMENT, INC. reports $9.8M in regulatory assets under management across 1 private fund, per its SEC Form ADV (2025-06).
Registered with the SEC
Form ADV · 2025-06 · CRD 281616- Regulatory AUM
- $9.8M
- Private fund assets
- $17.0M
- Private funds
- 1 · 1 real estate
- Staff
- 5
- Registered office
- LOUISVILLE, KY
- SEC status
- Approved
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for ACCESS WEALTH MANAGEMENT, INC. are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is ACCESS WEALTH MANAGEMENT, INC.'s AUM?
- ACCESS WEALTH MANAGEMENT, INC. manages approximately $9.8M in assets.