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Building 2ACCESS WEALTH MANAGEMENT, INC.

Map pinLOUISVILLE, KY
Phone502-292-5500
NotebookSEC #801-106775
Total AUM
$319M
Employees
5
Clients
188

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4360 BROWNSBORO ROAD
SUITE 101
LOUISVILLE
KY 40207
United States
Operating Hours
8:30 A.M. TO 5:00 P.M.
Monday - Friday
Phone
502-292-5500

ReceiptFinancials

Total AUM
$319M
Accounts
821
Discretionary
$265.9M
Accounts
709
Non-Discretionary
$53.1M
Accounts
112

ContactClients

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Individual Clients
44
AUM
$15.3M
HNW Individual Clients
118
AUM
$276.2M
Pension/Profit Sharing Plan Clients
1
AUM
$3.9M
Charitable Organization Clients
5
AUM
$3.3M
Corporation or Business Clients
20
AUM
$20.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLINKYOH

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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