Investment adviser · CRD 150697
FINACCESS GLOBAL WEALTH & ASSET MANAGEMENT, LLC
Investment adviser filing (IA)
MIAMI, FL, United States · Form ADV filed Aug 25, 2026
- Regulatory AUM
- $4.11B Form ADV · Item 5.F
- Client accounts
- 160 Accounts, not individual clients
- Employees
- 13 Reported in this filing
- Advisory professionals
- 7 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 12 | $2,840,044,895 | 69.0% |
| High-net-worth individuals | 75 | $1,075,081,696 | 26.1% |
| Corporations & businesses | Fewer than 5 | $122,817,813 | 3.0% |
| Other clients | 10 | $75,619,533 | 1.8% |
| Individuals | Fewer than 5 | $20,821 | 0.0% |
Filing source
Form ADV 2127750 · Aug 25, 2026 · 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
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 25, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets · Fixed
Principal office
1111 BRICKELL AVENUE, SUITE 2600MIAMI, FL, 33131, United States
CRD 150697
Filing source
Form ADV 2127750 · Aug 25, 2026 · 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.