Access Wealth Management, Inc.

Access Wealth Management, Inc. (CRD# 281616) is a financial advisory firm headquartered in Louisville, KY. They manage $105,967,568 in 443 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
4360 Brownsboro Road, Suite 101, Louisville, KY 40207
http://www.accesswm.com
By the Numbers
  • Total Assets Under Management
    106
    MILLION
  • Total Number of Accounts
    443
    ACCOUNTS
  • Average Account Value
    $239,204
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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, TN, TX

Financial Advisors at Access Wealth Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Anthony Christensen, financial advisor Louisville KY
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 16 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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