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Building 2ACCESS WEALTH MANAGEMENT, LLC

Map pinLOUISVILLE, KY
Phone502-292-5500
NotebookSEC #801-135370
Total AUM
$357.7M
Employees
5
Clients
176

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4360 BROWNSBORO ROAD
STE .101
LOUISVILLE
KY 40207
United States
Operating Hours
9:00 A.M. - 4:30 P.M.
Monday - Friday
Phone
502-292-5500

ReceiptFinancials

Total AUM
$357.7M
Accounts
819
Discretionary
$304.1M
Accounts
712
Non-Discretionary
$53.6M
Accounts
107

ContactClients

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Individual Clients
41
AUM
$12.1M
HNW Individual Clients
116
AUM
$318.9M
Pension/Profit Sharing Plan Clients
1
AUM
$5.2M
Charitable Organization Clients
1
AUM
$748.6K
Corporation or Business Clients
17
AUM
$20.7M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLINKYOH

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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