Private Market View

ACCESS WEALTH MANAGEMENT, INC.

Other · LOUISVILLE, KY

AUM
$9.8M
Portfolio companies
Recorded deals
Last investment

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.