# Access Wealth Group, LLC

> 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.

- CRD: 327982
- Filed as: ACCESS WEALTH GROUP, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Dublin, OH
- Filing period: October 2026
- Form ADV filing dated: February 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/327982
- AdvisorCensus page: https://advisorcensus.com/firm/access-wealth-group-llc-dublin-oh-327982

## Quick answers

**How is Access Wealth Group, LLC compensated?**
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.

**Where is Access Wealth Group, LLC located?**
Access Wealth Group, LLC's principal office is in Dublin, OH, according to its Form ADV.

**Is Access Wealth Group, LLC registered with the SEC or a state?**
Access Wealth Group, LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 327982.

**How much does Access Wealth Group, LLC manage?**
Access Wealth Group, LLC reports $19,600,000 in regulatory assets under management in its Form ADV filing dated February 25, 2026 (100% discretionary).

**What types of clients does Access Wealth Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (218); high net worth individuals (1).

**Does Access Wealth Group, LLC report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $19,600,000
- Discretionary: $19,600,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 218 | $17,600,000 |
| High net worth individuals | 1 | $2,000,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2023 (2 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- accesswealth.vc
- Facebook @AccessWealthGroup
- Facebook @jonathan.m.gurney
- Facebook facebook.com
- Instagram @rretcher614
- LinkedIn @access-wealth-group-17a710287
- LinkedIn @jeff-shengde-liu
- LinkedIn @jonathan-m-gurney-chfc®-13b31429
- LinkedIn @ryan-retcher
- X @AccessWG
- X @jonathan_gurney
- YouTube @jonathanmgurney

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Access Wealth Group, LLC (CRD 327982): Form ADV filing data as of October 2026.