Access Wealth Management, Inc.
CRD 281616SEC# 801-106775Louisville, KY
No longer SEC-registered. Access Wealth Management, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Ranks #4,506 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$319M
Fund GAV
$17M
Private funds
1
Employees
5
Accounts
821
Location
Louisville, KY
Access Wealth Management, Inc. assets under management
Access Wealth Management, Inc. is an SEC-registered investment adviser based in Louisville, KY. It reports $319 million in regulatory assets under management and employs 5 people. Access Wealth Management, Inc. manages 1 private fund with combined gross assets of $17 million, including Access Real Estate Fund I, LLC. By regulatory assets, it ranks 4,506 of 6,004 private fund managers.
Access Wealth Management, Inc. private funds
1 funds · $17M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Access Real Estate Fund I, LLC | Real Estate | $17M | $250K |
Access Wealth Management, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anthony Lambert Christensen Control | President, Chief Compliance Officer | Over 75% | 2015 |
Frequently asked questions
How much does Access Wealth Management, Inc. manage?
Access Wealth Management, Inc. reports $319 million in regulatory assets under management on its Form ADV.
How many private funds does Access Wealth Management, Inc. manage?
Access Wealth Management, Inc. manages 1 private funds with combined gross assets of $17 million.
How many employees does Access Wealth Management, Inc. have?
Access Wealth Management, Inc. reports 5 employees.
Where is Access Wealth Management, Inc. located?
Access Wealth Management, Inc. is based in Louisville, KY.
Does Access Wealth Management, Inc. disclose fund performance?
Access Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4360 Brownsboro Road, Suite 101, Louisville, KY 40207 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$319MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 60%
Larger than 40% of 16,271 advisers
AUM vs fund managersTop 75%
Larger than 25% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$319Mregulatory AUM
Discretionary $265.9MNon-discretionary $53.1M