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Access Wealth Planning, LLC

● SEC registered since 2001CRD 112973SEC# 801-60406East Hanover, NJ
Export (members)
Reg. AUM
$490.4M
Employees
6
Accounts
1,014
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 $490.4 million in regulatory assets under management and employs 6 people.

Access Wealth Planning, LLC owners & executives

5 reported
NameTitleOwnershipSince
Darren Lawrence Zagarola ControlMember50-75%2015
Howard Mark Hook ControlMember10-25%2015
Howard Scott Milove ControlMember10-25%2015
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Frequently asked questions

How much does Access Wealth Planning, LLC manage?

Access Wealth Planning, LLC reports $490.4 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

Address120 Eagle Rock Avenue, Suite 230, East Hanover, NJ 07936
Phone973-740-2400
Fax973-461-4717
Office hours9:00 a.m. - 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$490.4M
Non-discretionary$0
Total (RAUM)$490.4M