ACCESS WEALTH

RIASEC RegisteredEst. 2001

Total AUM

$539M

Discretionary

$539M

100% of AUM

Avg account

$534K

Accounts

1,009

Employees

Advisory reps

Firm details

Headquarters: EAST HANOVER, New Jersey
CRD number: 112973
Registered since: July 1, 2001
Website: access-wealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI80.98%
Individuals16.59%
Pension & Profit Sharing Plans1.37%
Corporations / Businesses1%
Charitable Organizations0.06%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Access Wealth is an independent registered investment adviser organized as a limited liability company and SEC-registered since 2001. The firm is owner-operated and describes itself as a capital allocator serving both individual/family and institutional clients. Core services include financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third‑party advisers. In addition to advisory work, the business maintains broker-dealer representative and insurance broker activities. Fees are charged on a percentage-of-AUM basis and through fixed fees. The firm does not identify as an active ESG investor.