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).

By the Numbers
  • Total Assets Under Management
    227
    MILLION
  • Total Number of Accounts
    728
    ACCOUNTS
  • Average Account Value
    $311,752
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, CT, FL, IN, KY, NY, OH

Financial Advisors at Access Wealth Management, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
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 21 years of experience in the finance industry.

2
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. 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.

3
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 11 years of experience in the finance industry.

4
David M. Winer
CRD#: 5000497
4360 Brownsboro Road, Suite 101, Louisville, KY 40207

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.

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