$539.1M Total AUM
$539.1M Disc. AUM
14.1% 3Y CAGR
6 Employees
378 ADV. Clients
25 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-01-2001
- Office Locations
- 4
Office Locations
1115 Clifton Avenue Clifton NJ
120 Eagle Rock Avenue Suite 230 East Hanover NJ
4 Becker Farm Road Roseland NJ
About Access Wealth
Access Wealth is a boutique wealth management firm founded in 1987 that builds customized financial plans and well-balanced, diversified investment portfolios. The firm emphasizes a team-based advisory approach, proactive implementation, and ongoing monitoring with a risk-and-reward discipline. Serves retail and institutional clients; custody includes Charles Schwab.
Team overview
60 AVG AGE
$89.9M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
19.2 yrs AVG TENURE
6 Employees
6 Advisory Reps
6 RIA Reps
25yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
DARREN LAWRENCE ZAGAROLA
Wealth Advisor
- CRD
- #5121491
- Ownership
- 50% but less than 75%
Available
Available
Available
HOWARD MARK HOOK
Wealth Advisor
- CRD
- #4199828
- Ownership
- 10% but less than 25%
Available
Available
Available
Showing 2 of 4 owners & executives
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C
CARL J. CAPPADONA
Chief Executive Officer, President
- CRD
- #5283717
Available
Available
Available
M
MICHAEL PETER CHOMIAK
Financial Advisor
- CRD
- #5278483
Available
Available
Available
Showing 2 of 15 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $539,117,584 | $534,309 |
| Non-Discretionary | $0 | -- |
| Total | $539,117,584 | $534,309 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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