ACCESS WEALTH MANAGEMENT, INC. (CRD# 281616) is an SEC-Registered Investment Advisor (RIA), headquartered in Louisville, KY. The SEC approved the firm to operate as an RIA in Oct 2015. In Feb 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $139.7 Million, and has discretion over 91% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 3% .  
ACCESS WEALTH MANAGEMENT, INC. also reported in Feb 2018:
  • 6 employees, with 3 performing advisory functions.
  • One office location.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
ACCESS WEALTH MANAGEMENT, INC. has no disclosure events reported to the SEC at this time.

View ACCESS WEALTH MANAGEMENT, INC.'s most recent Form ADV filing

ACCESS WEALTH MANAGEMENT, INC. has Notice Filings with the following State Securities Authorities: CA-Oct 2015, FL-Jul 2016, IN-Oct 2015, KY-Oct 2015, NY-Oct 2015 , OH-Oct 2015, TX-Oct 2015

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