Access Wealth Planning, LLC
● SEC registered since 2001CRD 112973SEC# 801-60406East Hanover, NJ
Reg. AUM
$539.1M
Employees
6
Accounts
1,009
Location
East Hanover, NJ
Access Wealth Planning, LLC assets under management
Access Wealth Planning, LLC is an investment advisory firm registered with the SEC based in East Hanover, NJ. The firm has been registered since 2001. It reports $539.1 million in regulatory assets under management and employs 6 people.
Access Wealth Planning, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Darren Lawrence Zagarola Control | Member | 50-75% | 2015 |
| Howard Mark Hook Control | Member | 10-25% | 2015 |
| Howard Scott Milove Control | Member | 10-25% | 2015 |
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Join to unlock · $37/moFrequently asked questions
How much does Access Wealth Planning, LLC manage?
Access Wealth Planning, LLC reports $539.1 million in regulatory assets under management on its Form ADV.
How many employees does Access Wealth Planning, LLC have?
Access Wealth Planning, LLC reports 6 employees.
Where is Access Wealth Planning, LLC located?
Access Wealth Planning, LLC is based in East Hanover, NJ and has been SEC-registered since 2001.
Does Access Wealth Planning, LLC disclose fund performance?
Access Wealth Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 120 Eagle Rock Avenue, Suite 230, East Hanover, NJ 07936 |
| Phone | 973-740-2400 |
| Fax | 973-461-4717 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$539.1M▲ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 46%
Larger than 54% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$539.1Mregulatory AUM
Discretionary $539.1M