Access Real Estate, LLC: new SEC registration, $63M AUM, Louisville, KY
Access Real Estate, LLC (Louisville, Kentucky): new SEC registration, $63M AUM, Louisville, KY. Its amount of 63 is below the median of 134 (6th percentile). Dated 203 days ago, it serves as a historical benchmark. Score 25/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 63 · 6th percentile of 1,149 NewRiaPulse records · 0.5x the median
Free preview: all 10 published fields of this record are shown below. Locked: 6 related KY NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Access Real Estate, LLC |
| Legal name | Access Real Estate, LLC |
| CRD | 337329 |
| Status | Approved |
| Registered with the SEC | 2026-04-15 |
| Latest Form ADV filing | 2026-09-11 |
| Location | Louisville, KY, United States |
| Regulatory AUM | $63,357,987 |
| Accounts | 4 |
| Employees | 1 |
| amount percentile | 6th of 1,149 (median 134, 0.5x median) |
| Peer records CSV (7 KY records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
Watch Access Real Estate, LLC
Free email alert. Alert me when this company gets a new filing, lien, permit, contract or expiry in this feed. One confirmation email; unsubscribe any time.
Free for 1 company. More companies from $9/mo (25), $49/mo (500 + CSV), $199/mo (500 + CSV + API). Cancel any time from the link in every email.
Free first: a 10-record sample of KY records
See the real columns before you buy. One confirmation email, nothing else unless you opt in.
Unlock Access Real Estate + all 7 KY records (CSV)
Instant CSV download · Card, Apple Pay, Google Pay or Link via Stripe · No account required
CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-04-15
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (KY first): Access Wealth Management, LLC · Principled Wealth Advisors, LLC · Waycross Gp, LLC · Abri LLC · Graeter Wealth Advisors, LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
Is this your business? Add a "Listed on Zalwin" badge to your site
Paste this snippet into your website. It links to this public record; nothing is tracked on your site.
Peer benchmark and outreach value: Access Real Estate, LLC and 7 Kentucky peers
- Kentucky NewRiaPulse records like this one: 7
- Access Real Estate, LLC's amount: 6th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Kentucky peer: $1,400 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
25 / 100 Score
What is the NewRiaPulse record for Access Real Estate, LLC in Louisville, Kentucky?
Access Real Estate, LLC received SEC registration as an investment adviser (2026-04-15) with $63,357,987 in regulatory assets under management, based in Louisville, KY.
How does Access Real Estate, LLC compare to other Kentucky NewRiaPulse records?
Its amount of 63 is below the median (6th percentile); smaller records often move faster and face less competition. It is 203 days old; check the official source for later updates before acting. Its Score of 25/100 is modest; treat it as background rather than a priority.
Related records
NewRiaPulse: Under $100M NewRiaPulse: records in Kentucky NewRiaPulse: Approved
More Kentucky public-record feeds
New MSHA Citations at Mines & Quarries by State in Kentucky Carrier Out-of-Service Alerts in Kentucky CMS HAC Reduction & Readmissions Penalties by Hospital in Kentucky FEMA Hazard Mitigation Project Tracker in Kentucky New Trucking Company Registrations in Kentucky Credit Union Quarterly Changes, Mergers & New Charters (NCUA Call Reports) in Kentucky FMCSA Trucking Insurance Cancellations by Carrier, Insurer & Fleet Size in Kentucky Newly CLIA-Certified Laboratories by State & Certificate in Kentucky
How to monitor Access Real Estate, LLC and peer approved records
Get new NewRiaPulse records like Access Real Estate, LLC by email (free, weekly)
We email one confirmation link now; the weekly digest starts only after you confirm. One-click unsubscribe in every email.
Double opt-in: nothing is sent until you click the confirmation link. One-click unsubscribe.
Get new RIAs in your territory
NewRiaPulse emails newly registered advisers matching your states and AUM range each month.
✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.