{
  "crd_number": 327982,
  "slug": "access-wealth-group-llc-dublin-oh-327982",
  "primary_business_name": "ACCESS WEALTH GROUP, LLC",
  "legal_name": "ACCESS WEALTH GROUP, LLC",
  "dbas": [],
  "city": "Dublin",
  "state": "OH",
  "country": "United States",
  "cbsa_code": "18140",
  "metro": {
    "cbsa_code": "18140",
    "common_name": "Columbus",
    "msa_name": "Columbus, OH",
    "path": "/advisors/oh/columbus"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2023-10-03",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-02-25",
  "carried_forward": false,
  "raum_total": 19600000.0,
  "raum_discretionary": 19600000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 17600000.0,
      "count": 218
    },
    "high_net_worth_individuals": {
      "raum": 2000000.0,
      "count": 1,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "OH"
  ],
  "websites": [
    "https://accesswealth.vc",
    "https://facebook.com/AccessWealthGroup",
    "https://facebook.com/jonathan.m.gurney",
    "https://facebook.com/profile.php?id=61550223923890",
    "https://instagram.com/rretcher614",
    "https://linkedin.com/in/access-wealth-group-17a710287",
    "https://linkedin.com/in/jeff-shengde-liu",
    "https://linkedin.com/in/jonathan-m-gurney-chfc%C2%AE-13b31429",
    "https://linkedin.com/in/ryan-retcher?original_referer=https%3A%2F%2Fwww.google.com%2F",
    "https://twitter.com/AccessWG",
    "https://twitter.com/jonathan_gurney",
    "https://youtube.com/@jonathanmgurney"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/327982",
  "city_as_filed": "DUBLIN",
  "url": "https://advisorcensus.com/firm/access-wealth-group-llc-dublin-oh-327982",
  "display_name": "Access Wealth Group, LLC",
  "summary": "Access Wealth Group, LLC is a state-registered investment advisory firm in Dublin, OH, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 25, 2026.",
  "citation": "AdvisorCensus. Access Wealth Group, LLC (CRD 327982): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Access Wealth Group, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Access Wealth Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges."
    },
    {
      "q": "Where is Access Wealth Group, LLC located?",
      "a": "Access Wealth Group, LLC's principal office is in Dublin, OH, according to its Form ADV."
    },
    {
      "q": "Is Access Wealth Group, LLC registered with the SEC or a state?",
      "a": "Access Wealth Group, LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 327982."
    },
    {
      "q": "How much does Access Wealth Group, LLC manage?",
      "a": "Access Wealth Group, LLC reports $19,600,000 in regulatory assets under management in its Form ADV filing dated February 25, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Access Wealth Group, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (218); high net worth individuals (1)."
    },
    {
      "q": "Does Access Wealth Group, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/327982"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/access-wealth-group-llc-dublin-oh-327982.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 218,
      "fewer_than_5": false,
      "raum": 17600000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 1,
      "fewer_than_5": true,
      "raum": 2000000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/327982",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}