Key facts
- ACCESS WEALTH MANAGEMENT, LLC is a other based in LOUISVILLE, KY.
- ACCESS WEALTH MANAGEMENT, LLC reports $4 in regulatory assets under management, per its SEC Form ADV (2026-04).
Registered with the SEC
Form ADV · 2026-04 · CRD 339285- Regulatory AUM
- $4
- Private fund assets
- —
- Private funds
- —
- Staff
- 5
- Registered office
- LOUISVILLE, KY
- SEC status
- Approved
Reports custody of client assets.
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, LLC are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is ACCESS WEALTH MANAGEMENT, LLC's AUM?
- ACCESS WEALTH MANAGEMENT, LLC manages approximately $4 in assets.