Access Wealth Management, Inc.
Access Wealth Management, Inc. (CRD# 281616) is a financial advisory firm headquartered in Louisville, KY. They manage $226,955,368 in 728 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management227MILLION
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Total Number of Accounts728ACCOUNTS
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Average Account Value$311,752
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, CT, FL, IN, KY, NY, OH
Anthony Christensen (CRD# 3015594) is an Investment Advisor Representative working at Access Wealth Management, Inc. in Louisville, KY and has over 21 years of experience in the finance industry.
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. Brad Hellman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Caitlin Rose (CRD# 5705206) is an Investment Advisor Representative working at Access Wealth Management, Inc. in Louisville, KY and has over 11 years of experience in the finance industry.
David Winer (CRD# 5000497) is an Investment Advisor Representative working at Access Wealth Management, Inc. in Louisville, KY and has over 4 years of experience in the finance industry.