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ACCESS WEALTH

EAST HANOVER, NJ · CRD 112973 · IAPD ↗ · access-wealth.com · 973-740-2400

$539.1MRegulatory AUM
6Advisory reps
6Employees
5Clients
1-10Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — ACCESS WEALTH crossed $500M in regulatory AUM ($490.4M -> $539.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
68
April 2025 — ACCESS WEALTH now reports custody of client assets ($100.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
45
September 2024 — ACCESS WEALTH notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.