Access Wealth Management, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 339285
- SEC number
- 801-135370
- Firm type
- RIA
- Assets under management
- $357.7M as of Apr 20, 2026
- Website
- www.facebook.com/accesswealthmanagement ↗
- Phone
- 502-292-5500
- Address
- 4360 Brownsboro Road, Louisville, KY, 40207
Advisors at this firm
3 in our index · page 1 of 1
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Anthony Lambert ChristensenCRD 3015594 · Louisville, KYIA RegisteredBrokerDisclosure event(s) on record
-
Brad William HellmanCRD 6987816 · Louisville, KYIA Registered
-
Caitlin Michelle RoseCRD 5705206 · Louisville, KYIA RegisteredBroker
1–3 of 3
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 339285 ↗
FINRA BrokerCheck record for firm CRD 339285 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
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