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ACCESS SOFTEK ADVISORY SERVICES

NAPERVILLE, IL · CRD 299800 · IAPD ↗ · accesssoftek.com · 510-848-0606

$7.4MRegulatory AUM
4Advisory reps
4Employees
5Clients
n/aPlanning clients
0Private funds
37States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
March 2026 — ACCESS SOFTEK ADVISORY SERVICES notice-filed in MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
March 2025 — ACCESS SOFTEK ADVISORY SERVICES moved its main office from BERKELEY, CA to NAPERVILLE, IL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
50
March 2025 — ACCESS SOFTEK ADVISORY SERVICES added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
68
March 2025 — ACCESS SOFTEK ADVISORY SERVICES grew from 1 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
50
April 2024 — ACCESS SOFTEK ADVISORY SERVICES notice-filed in AR, CO, GA, ID, IN, KS, KY, LA, MD, ME, MO, MT, NC, NE, NH, NJ, NM, OH, OR, SD, VA, WI, WY.
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.