Access Wealth Management, Inc.
Access Wealth Management, Inc. (CRD# 281616) is a financial advisory firm headquartered in Louisville, KY. They manage $123,645,231 in 740 accounts and serve the financial needs of clients across 7 states (or territories).
Current Firm Details
Access Wealth Management, Inc.
By the Numbers
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Total Assets Under Management124MILLION
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Total Number of Accounts740ACCOUNTS
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Average Account Value$167,088
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States

Registered Investment Advisor
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.
CA, FL, IN, KY, NY, OH, TX
Financial Advisors at Access Wealth Management, Inc.
1
Anthony Christensen (CRD# 3015594) is an Investment Advisor Representative working at Access Wealth Management, Inc. in Louisville, KY and has over 17 years of experience in the finance industry.
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