A
$357.7M Total AUM
$304.1M Disc. AUM
-- 3Y CAGR
5 Employees
174 ADV. Clients
1 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-01-2025
- Office Locations
- 1
Office Locations
4360 Brownsboro Road STE .101 Louisville KY
About Access Wealth Management, LLC
Access Wealth Management, LLC is a Louisville-based RIA. The firm has been operating for 1 years. Managing $357.7M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$119.2M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
0.8 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
1yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
CRM
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
N
Nicholas S Lachey
--
- CRD
- --
- Ownership
- 10% but less than 25%
Available
Available
Available
V
Vanessa J Lachey
--
- CRD
- --
- Ownership
- 10% but less than 25%
Available
Available
Available
Showing 2 of 4 owners & executives
Unlock allContacts
B
Brad William Hellman
--
- CRD
- #6987816
Available
Available
Available
C
CAITLIN Michelle ROSE
Advisor
- CRD
- #5705206
Available
Available
Available
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $304,102,880 | $427,111 |
| Non-Discretionary | $53,580,402 | $500,751 |
| Total | $357,683,282 | $436,732 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Other:
Available Public Funds:
Available Cash:
Available Derivatives:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
Continue browsing