Access Wealth
Access Wealth is an SEC-registered wealth manager in East Hanover, NJ with $539.1M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Access Wealth: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 112973, SEC 801-60406, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $539.1M (2026-03-24)
- Firm type
- Wealth Manager
- Location
- East Hanover, NJ
- Employees
- 6
- Clients
- 373
- CRD
- 112973
- Ownership
- STANZIALE, CAROLYN, M; MILOVE, BRUCE, MICHAEL; ZAGAROLA, LAWRENCE; JHC HOLDING LLC; LOUGHLIN, CAROLYN, M
How much AUM does Access Wealth have?
Access Wealth reported $539.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Access Wealth?
Disclosed owners and executives of Access Wealth include STANZIALE, CAROLYN, M, MILOVE, BRUCE, MICHAEL, ZAGAROLA, LAWRENCE, JHC HOLDING LLC, LOUGHLIN, CAROLYN, M. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.