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).

By the Numbers
  • Total Assets Under Management
    124
    MILLION
  • Total Number of Accounts
    740
    ACCOUNTS
  • 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
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.
Showing 1 - 1 of 1 top financial advisors.
1
Anthony L. Christensen
CRD#: 3015594
4360 Brownsboro Road, Suite 101, Louisville, KY 40207
73
Wealthminder
score

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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