Access Wealth Management, LLC: new SEC registration, $358M AUM, Louisville, KY
Access Wealth Management, LLC (Louisville, Kentucky): new SEC registration, $358M AUM, Louisville, KY. Its amount of 358 is above the median of 134 (83rd percentile). Dated 250 days ago, it serves as a historical benchmark. Score 45/100. 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: 358 · 83th percentile of 1,149 NewRiaPulse records · 2.7x the median
Free preview: all 11 published fields of this record are shown below. Locked: 6 related KY NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Access Wealth Management, LLC |
| Legal name | Access Wealth Management, LLC |
| CRD | 339285 |
| Status | Approved |
| Registered with the SEC | 2026-02-27 |
| Latest Form ADV filing | 2026-04-20 |
| Location | Louisville, KY, United States |
| Regulatory AUM | $357,683,282 |
| Accounts | 819 |
| Employees | 5 |
| Website | https://www.facebook.com/accesswealthmanagement |
| amount percentile | 83th of 1,149 (median 134, 2.7x median) |
| Peer records CSV (7 KY records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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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: 2026-02-27
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (KY first): Principled Wealth Advisors, LLC · Waycross Gp, LLC · Abri LLC · Graeter Wealth Advisors, LLC · Riverstone Asset Management, 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
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Peer benchmark and outreach value: Access Wealth Management, LLC and 7 Kentucky peers
- Kentucky NewRiaPulse records like this one: 7
- Access Wealth Management, LLC's amount: 83rd 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)
45 / 100 Score
- $358M under management.
- Website on file.
What is the NewRiaPulse record for Access Wealth Management, LLC in Louisville, Kentucky?
Access Wealth Management, LLC received SEC registration as an investment adviser (2026-02-27) with $357,683,282 in regulatory assets under management, based in Louisville, KY.
How does Access Wealth Management, LLC compare to other Kentucky NewRiaPulse records?
Its amount of 358 sits in the upper half (83th percentile) of 1,149 records; the median is 134. It is 250 days old; check the official source for later updates before acting.
Access Wealth Management, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Access Wealth Management, LLC | Louisville, KY | 358 | 83rd | 2026-02-27 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
Related records
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- Johnston Investment Counsel, LTD.
- Diversified Wealth Advisors, LLC
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- Herndon Plant Oakley LTD
NewRiaPulse: $100M-$500M NewRiaPulse: records in Kentucky NewRiaPulse: Approved
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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.