Access Wealth Management, LLC
● SEC registered since 2026CRD 339285SEC# 801-135370Louisville, KY
Reg. AUM
$357.7M
Employees
5
Accounts
819
Location
Louisville, KY
Access Wealth Management, LLC assets under management
Access Wealth Management, LLC is an investment advisory firm registered with the SEC based in Louisville, KY. The firm has been registered since 2026. It reports $357.7 million in regulatory assets under management and employs 5 people.
Access Wealth Management, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Access Capital Holdings, Inc. Control | Managing Member | Over 75% | 2025 |
| Anthony Lambert Christensen Control | Chief Compliance Officer | Under 5% | 2025 |
| Joseph P Mulvihill | Member | 10-25% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Access Wealth Management, LLC manage?
Access Wealth Management, LLC reports $357.7 million in regulatory assets under management on its Form ADV.
How many employees does Access Wealth Management, LLC have?
Access Wealth Management, LLC reports 5 employees.
Where is Access Wealth Management, LLC located?
Access Wealth Management, LLC is based in Louisville, KY and has been SEC-registered since 2026.
Does Access Wealth Management, LLC disclose fund performance?
Access Wealth Management, LLC 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, Ste .101, Louisville, KY 40207 |
| Phone | 502-292-5500 |
| Office hours | 9:00 a.m. - 4:30 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$357.7MNo change
Jan '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 57%
Larger than 43% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$357.7Mregulatory AUM
Discretionary $304.1MNon-discretionary $53.6M