Accessalpha Worldwide LLC

Broker-DealerFINRA MemberEst. 2007
Total AUM
—
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Chicago, Illinois
CRD number
142279
Registered since
March 21, 2007

Firm profile

FINTRX

Overview

Accessalpha Worldwide LLC is registered as a limited liability company and was SEC-registered in 2007. The firm is classified as a placement agent rather than a capital allocator or discretionary asset manager. Ownership is listed as individual ownership. The FINTRX snapshot indicates the firm does not identify as an active ESG investor, is not a multi-state adviser, and is not a pension consultant or related adviser. Being positioned as a placement agent suggests the firm's primary role is intermediary activity—sourcing or introducing investment opportunities or fund managers to potential investors—rather than directly managing client portfolios or deploying its own capital. The source file does not include detail on fee arrangements, advisory services offered, or typical client types.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 5
  • Brian Lenart

    Brian Lenart

    FinOpCRD 736107

  • Willard Velie

    Willard Velie

    Relationship ManagerCRD 1179937

  • Robert Leclercq

    Robert Leclercq

    PresidentCRD 1384014

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Chicago, IL

Cook

Location

Chicago, IL

Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
444 W Lake St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth