Access Wealth Management, Inc.

Access Wealth Management, Inc. (CRD# 281616) is a financial advisory firm headquartered in Louisville, KY. They manage $291,886,434 in 817 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
4360 Brownsboro Road, Suite 101, Louisville, KY 40207
https://twitter.com/accesswealthmgt
By the Numbers
  • Total Assets Under Management
    292
    MILLION
  • Total Number of Accounts
    817
    ACCOUNTS
  • Average Account Value
    $357,266
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
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
The map below shows states where this firm has explicit registration only.

CA, CT, FL, IN, KY, OH

Financial Advisors at Access Wealth Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Anthony Christensen, financial advisor Louisville KY
Anthony L. Christensen
CRD#: 3015594
4360 Brownsboro Road, Suite 101, Louisville, KY 40207

Anthony Christensen (CRD# 3015594) is an Investment Advisor Representative working at Access Wealth Management, Inc. in Louisville, KY and has over 23 years of experience in the finance industry.

2
Brad Hellman, financial advisor Louisville KY
Brad W. Hellman
CRD#: 6987816
4360 Brownsboro Road, Suite 101, Louisville, KY 40207

Brad Hellman (CRD# 6987816) is an Investment Advisor Representative working at Access Wealth Management, Inc. in Louisville, KY and has 1 year of experience in the finance industry.

3
Caitlin Rose, financial advisor Louisville KY
Caitlin M. Rose
CRD#: 5705206
4360 Brownsboro Road, Suite 101, Louisville, KY 40207

Caitlin Rose (CRD# 5705206) is an Investment Advisor Representative working at Access Wealth Management, Inc. in Louisville, KY and has over 12 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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