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ACCESS WEALTH MANAGEMENT, LLC

LOUISVILLE, KY · CRD 339285 · IAPD ↗ · 502-292-5500

$357.7MRegulatory AUM
3Advisory reps
5Employees
0Clients
51-100Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

98
March 2026 — ACCESS WEALTH MANAGEMENT, LLC (LOUISVILLE, KY) is newly SEC-registered with $357.7M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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