SEC Form ADV

ACCESS WEALTH MANAGEMENT, LLC

Registered Investment AdviserKY
$357.7M
Assets Under Management
819
Total Clients
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Registration Details

Accession
CRD-339285
Location
LOUISVILLE, KY
Filing Date
April 20, 2026
AUM
$357.7M
Total Clients
819
Amendment
No

About this Adviser

ACCESS WEALTH MANAGEMENT, LLC is a registered investment adviser headquartered in LOUISVILLE, KY, managing approximately $357.7M in assets across 819 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.