# Access Wealth Management, LLC

> Access Wealth Management, LLC is an SEC-registered investment advisory firm in Louisville, KY, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 20, 2026.

- CRD: 339285
- Filed as: ACCESS WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Louisville, KY
- Filing period: October 2026
- Form ADV filing dated: April 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/339285
- AdvisorCensus page: https://advisorcensus.com/firm/access-wealth-management-llc-louisville-ky-339285

## Quick answers

**How is Access Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Access Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**How much does Access Wealth Management, LLC charge?**
Its Form ADV Part 2A brochure dated April 7, 2026 states: Asset-based fee: 1% to 1.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Access Wealth Management, LLC located?**
Access Wealth Management, LLC's principal office is in Louisville, KY, according to its Form ADV.

**Is Access Wealth Management, LLC registered with the SEC or a state?**
Access Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 339285.

**How much does Access Wealth Management, LLC manage?**
Access Wealth Management, LLC reports $357,683,282 in regulatory assets under management in its Form ADV filing dated April 20, 2026 (85% discretionary).

**What types of clients does Access Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (116); individuals (other than high net worth individuals) (41); corporations or other businesses not listed above (17).

**Which custodians does Access Wealth Management, LLC use?**
Access Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Access Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/339285

**What changed in Access Wealth Management, LLC's recent Form ADV filings?**
In the March 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated April 7, 2026)

- Asset-based fee: 1% to 1.5% a year (a range, as the brochure states it)

> Annual fees are individually negotiated and agreed upon, and generally range from 1.0% to 1.5%, depending upon your specific needs.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $357,683,282
- Discretionary: $304,102,880
- Non-discretionary: $53,580,402

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 41 | $12,090,669 |
| High net worth individuals | 116 | $318,890,506 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $5,238,758 |
| Charitable organizations | Fewer than 5 | $748,571 |
| Corporations or other businesses not listed above | 17 | $20,714,778 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, IN, KY, OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- accesswm.com
- Facebook @accesswealthmanagement
- LinkedIn @company10657558
- X @accesswealthmgt

## Changes in the filing (last 12 months)

### March 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Access Wealth Management, LLC (CRD 339285): Form ADV filing data as of October 2026.