ACCESS WEALTH MANAGEMENT, INC.
Louisville, Kentucky
Access Wealth Management, Inc. is a small investment advisory firm based out of Louisville, KY. With a single office, they serve a diverse clientele of high net worth individuals, managing over $249,552,000 in assets. The firm's team consists of six dedicated professionals, including Caitlin Rose, Brad Hellman, and Anthony Christensen, who have been with the company for many years. Access Wealth Management, Inc. excels in providing comprehensive investment advisory services. Their skilled team, with four investment advisors, offers personalized financial solutions tailored to each client's unique needs. Their compensation structu...
See more
Loading...

Assets Under Mgmt

$249.55M

Investment Professionals

4

Locations

0

% 401K & Individual

7%

% Discretionary

91%
Compensation Structure
A percentage of assets under your management
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Selection of other advisers
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.