Access Wealth Management, LLC
Access Wealth Management, LLC is an SEC-registered wealth manager in Louisville, KY with $357.7M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Access Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 339285, SEC 801-135370, data through 2026-04-20.
- AUM (assets under management / regulatory AUM)
- $357.7M (2026-04-20)
- Firm type
- Wealth Manager
- Location
- Louisville, KY
- Employees
- 5
- Clients
- 174
- CRD
- 339285
- Ownership
- CHRISTENSEN, ANTHONY, LAMBERT; ACCESS CAPITAL HOLDINGS, INC.; Mulvihill, Joseph, P; Lachey, Nicholas, S; Lachey, Vanessa, J
How much AUM does Access Wealth Management, LLC have?
Access Wealth Management, LLC reported $357.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-20).
Who owns Access Wealth Management, LLC?
Disclosed owners and executives of Access Wealth Management, LLC include CHRISTENSEN, ANTHONY, LAMBERT, ACCESS CAPITAL HOLDINGS, INC., Mulvihill, Joseph, P, Lachey, Nicholas, S, Lachey, Vanessa, J. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.