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 #4,167 of 5,911 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 4,167 of 5,911 private fund managers.
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