Investment adviser · CRD 281616

ACCESS WEALTH MANAGEMENT, INC.

Investment adviser filing (IA)

LOUISVILLE, KY, United States · Form ADV filed Jun 11, 2025

Regulatory AUM: $319M
Client accounts: 821
Employees: 5
Advisory professionals: 3

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	118	$276,235,067	86.6%
Corporations & businesses	20	$20,143,367	6.3%
Individuals	44	$15,347,065	4.8%
Retirement plans	Fewer than 5	$3,897,492	1.2%
Charities	5	$3,336,877	1.0%

Filing source

Form ADV 1997351 · Jun 11, 2025 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

ACCESS REAL ESTATE FUND I, LLCReal Estate Fund · Last reported Jun 11, 2025$17MGross asset value

Fund administrator FAIRVIEW RALEIGH, North Carolina, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor CHERRY BEKAERT ADVISORY LLC LOUISVILLE, Kentucky, United States

Custodian STOCK YARDS BANK & TRUST LOUISVILLE, Kentucky, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

CHERRY BEKAERT ADVISORY LLC
PCAOB 677

STOCK YARDS BANK & TRUST
LEI 4LJGQ9KJGSOCP4B1FY29

Fund details & source

Fund ID: 805-7036603909
Reported beneficial owners: 24
Minimum commitment: $250K
Form D file number: 021-2014742

Form ADV 1997351 · Jun 11, 2025 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Jun 11, 2025. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Selection of other advisers

Compensation

Percentage of assets · Performance-based

Principal office

4360 BROWNSBORO ROAD, SUITE 101
LOUISVILLE, KY, 40207, United States

CRD 281616

Filing source

Form ADV 1997351 · Jun 11, 2025 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.