| 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 |
Access Wealth Management, LLC reports $357.7 million in regulatory assets under management on its Form ADV.
Access Wealth Management, LLC reports 5 employees.
Access Wealth Management, LLC is based in Louisville, KY and has been SEC-registered since 2026.
Access Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $304.1M |
| Non-discretionary | $53.6M |
| Total (RAUM) | $357.7M |