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FINACCESS ADVISORS LLC

MIAMI, FL · CRD 150697 · IAPD ↗ · 305.377.1112

$4.11BRegulatory AUM
7Advisory reps
13Employees
0Clients
101-250Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
September 2026 — FINACCESS ADVISORS LLC filed an Item 4A succession naming FINACCESS GLOBAL WEALTH & ASSET MANAGEMENT, LLC (CRD 150697) — an entity change, not a deal.
Item 4A succession where the acquired firm is the same business (entity change, not a deal).
Integration & migration consultingCompliance
60
September 2026 — FINACCESS ADVISORS, LLC is now doing business as FINACCESS ADVISORS LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
63
April 2024 — FINACCESS ADVISORS, LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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