This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail
- Platforms
- Element catalyst
- Established Date
- 08-24-2023
- Office Locations
- 2
Office Locations
About Access Wealth Group, LLC
Access Wealth Group is a wealth management firm offering holistic financial and investment planning backed by proprietary technology and a scoring algorithm that matches clients to model portfolios. The team (including CFA charterholders) manages dynamic life-cycle and hedged, model-guided strategies with true diversification across public markets and alternative investments, including vetted private equity, venture capital, real estate, and specialty finance opportunities.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
SHENGDE LIU
Chief Investment Officer, Financial Advisor, General Partner, Managing Partner
- CRD
- #2668155
- Ownership
- 25% but less than 50%
RYAN ALLEN RETCHER
Chief Compliance Officer, Managing Partner
- CRD
- #4688576
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,600,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,600,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $19,600,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $810,856,009 | 22.3% |
| U.S. Government/Agency | $1,501,719,874 | 41.3% |
| Public Funds | $1,323,549,719 | 36.4% |
| Total | $3,636,125,602 | 100.0% |