RIA Intelligence

ACCESS WEALTH PLANNING, LLC

Legal name: ACCESS WEALTH

CRD #112973 SEC #801-60406 EAST HANOVER, NJ 973-740-2400
SEC Registered
Total AUM
$490.4M
Discretionary
$490.4M
Employees
6
Clients
10
Accounts
1,014

Firm Details

Organization Type
Limited Liability Company
State of Formation
New Jersey
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 26, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ACCESS FINANCIAL PLANNING, INC.DESPECIAL PARTNERNA Control
ACCESS FINANCIAL PLANNING, INC.DESPECIAL PARTNERNA Control
ACCESS FINANCIAL PLANNING, INC.DESPECIAL PARTNERNA Control
ACCESS FINANCIAL PLANNING, INC.DESPECIAL PARTNERNA Control
ACCESS FINANCIAL PLANNING, INC.DESPECIAL PARTNERNA Control
ACCESS FINANCIAL PLANNING, INC.DESPECIAL PARTNERNA Control
ACCESS FINANCIAL PLANNING, INC.DESPECIAL PARTNERNA Control
ACCESS FINANCIAL PLANNING, INC.DESPECIAL PARTNERNA Control
ACCESS FINANCIAL PLANNING, INC.DESPECIAL PARTNERNA Control
ACCESS FINANCIAL PLANNING, INC.DESPECIAL PARTNERNA Control
ACCESS FINANCIAL PLANNING, INC.DESPECIAL PARTNERNA Control
ACCESS FINANCIAL PLANNING, INC.DESPECIAL PARTNERNA Control
ACCESS FINANCIAL PLANNING, INC.DESPECIAL PARTNERNA Control
ACCESS FINANCIAL PLANNING, INC.DESPECIAL PARTNERNA Control
ACCESS FINANCIAL PLANNING, INC.DESPECIAL PARTNERNA Control
ACCESS FINANCIAL PLANNING, INC.DESPECIAL PARTNERNA Control
ACCESS FINANCIAL PLANNING, INC.DESPECIAL PARTNERNA Control
HAGBERG, TRACY, AICHIEF COMPLIANCE OFFICERNA Control
HAGBERG, TRACY, AICHIEF COMPLIANCE OFFICERNA Control
HAGBERG, TRACY, AICHIEF COMPLIANCE OFFICERNA Control
HAGBERG, TRACY, AICHIEF COMPLIANCE OFFICERNA Control
HAGBERG, TRACY, AICHIEF COMPLIANCE OFFICERNA Control
HAGBERG, TRACY, AICHIEF COMPLIANCE OFFICERNA Control
HAGBERG, TRACY, AICHIEF COMPLIANCE OFFICERNA Control
HAGBERG, TRACY, AICHIEF COMPLIANCE OFFICERNA Control
HAGBERG, TRACY, AICHIEF COMPLIANCE OFFICERNA Control
HAGBERG, TRACY, AICHIEF COMPLIANCE OFFICERNA Control
HAGBERG, TRACY, AICHIEF COMPLIANCE OFFICERNA Control
HAGBERG, TRACY, AICHIEF COMPLIANCE OFFICERNA Control
HAGBERG, TRACY, AICHIEF COMPLIANCE OFFICERNA Control
HAGBERG, TRACY, AICHIEF COMPLIANCE OFFICERNA Control
HAGBERG, TRACY, AICHIEF COMPLIANCE OFFICERNA Control
HAGBERG, TRACY, AICHIEF COMPLIANCE OFFICERNA Control
HAGBERG, TRACY, AICHIEF COMPLIANCE OFFICERNA Control
HAGBERG, TRACY, AICHIEF COMPLIANCE OFFICERNA Control
HAGBERG, TRACY, AICHIEF COMPLIANCE OFFICERNA Control
HAGBERG, TRACY, AICHIEF COMPLIANCE OFFICERNA Control
HAGBERG, TRACY, AICHIEF COMPLIANCE OFFICERNA Control
HAGBERG, TRACY, AICHIEF COMPLIANCE OFFICERNA Control
HAGBERG, TRACY, AICHIEF COMPLIANCE OFFICERNA Control
HAGBERG, TRACY, AICHIEF COMPLIANCE OFFICERNA Control
HAGBERG, TRACY, AICHIEF COMPLIANCE OFFICERNA Control
HAGBERG, TRACY, AICHIEF COMPLIANCE OFFICERNA Control
HAGBERG, TRACY, AICHIEF COMPLIANCE OFFICERNA Control
HAGBERG, TRACY, AICHIEF COMPLIANCE OFFICERNA Control
HAGBERG, TRACY, AICHIEF COMPLIANCE OFFICERNA Control
HAGBERG, TRACY, AICHIEF COMPLIANCE OFFICERNA Control
HAGBERG, TRACY, AICHIEF COMPLIANCE OFFICERNA Control
HAGBERG, TRACY, AICHIEF COMPLIANCE OFFICERNA Control
HAGBERG, TRACY, AICHIEF COMPLIANCE OFFICERNA Control
HAGBERG, TRACY, AICHIEF COMPLIANCE OFFICERNA Control
HAGBERG, TRACY, AICHIEF COMPLIANCE OFFICERNA Control
LOUGHLIN, CAROLYN, MIPARTNERNA Control
LOUGHLIN, CAROLYN, MIPARTNERNA Control
LOUGHLIN, CAROLYN, MIPARTNERNA Control
LOUGHLIN, CAROLYN, MIPARTNERNA Control
LOUGHLIN, CAROLYN, MIPARTNERNA Control
LOUGHLIN, CAROLYN, MIPARTNERNA Control
MILOVE, BRUCE, MICHAELIMEMBERNA Control
MILOVE, BRUCE, MICHAELIMEMBERNA Control
MILOVE, BRUCE, MICHAELIPARTNERNA Control
MILOVE, BRUCE, MICHAELIMEMBERNA Control
MILOVE, BRUCE, MICHAELIMEMBERNA Control
MILOVE, BRUCE, MICHAELIPARTNERNA Control
MILOVE, BRUCE, MICHAELIPARTNERNA Control
MILOVE, BRUCE, MICHAELIPARTNERNA Control
MILOVE, BRUCE, MICHAELIMEMBERNA Control
MILOVE, BRUCE, MICHAELIPARTNERNA Control
MILOVE, BRUCE, MICHAELIMEMBERNA Control
MILOVE, BRUCE, MICHAELIPARTNERNA Control
MILOVE, BRUCE, MICHAELIPARTNERNA Control
MILOVE, BRUCE, MICHAELIPARTNERNA Control
MILOVE, BRUCE, MICHAELIMEMBERNA Control
MILOVE, BRUCE, MICHAELIMEMBERNA Control
MILOVE, BRUCE, MICHAELIMEMBERNA Control
MILOVE, BRUCE, MICHAELIMEMBER, SPECIAL PARTNERNA Control
MILOVE, BRUCE, MICHAELIMEMBERNA Control
MILOVE, BRUCE, MICHAELIMEMBERNA Control
MILOVE, BRUCE, MICHAELIMEMBERNA Control
MILOVE, BRUCE, MICHAELIMEMBER, SPECIAL PARTNERNA Control
MILOVE, BRUCE, MICHAELIMEMBER, SPECIAL PARTNERNA Control
MILOVE, BRUCE, MICHAELIMEMBER, SPECIAL PARTNERNA Control
MILOVE, BRUCE, MICHAELIMEMBER, SPECIAL PARTNERNA Control
MILOVE, BRUCE, MICHAELIMEMBER, SPECIAL PARTNERNA Control
MILOVE, BRUCE, MICHAELIMEMBER, SPECIAL PARTNERNA Control
MILOVE, BRUCE, MICHAELIMEMBER, SPECIAL PARTNERNA Control
MILOVE, BRUCE, MICHAELIMEMBER, SPECIAL PARTNERNA Control
MILOVE, BRUCE, MICHAELIMEMBER, SPECIAL PARTNERNA Control
MILOVE, BRUCE, MICHAELIMEMBER, SPECIAL PARTNERNA Control
MILOVE, BRUCE, MICHAELIMEMBER, SPECIAL PARTNERNA Control
MILOVE, BRUCE, MICHAELIMEMBER, SPECIAL PARTNERNA Control
MILOVE, BRUCE, MICHAELIMEMBER, SPECIAL PARTNERNA Control
MILOVE, BRUCE, MICHAELIMEMBER, SPECIAL PARTNERNA Control
MILOVE, BRUCE, MICHAELIMEMBER, SPECIAL PARTNERNA Control
MILOVE, BRUCE, MICHAELIMEMBER, SPECIAL PARTNERNA Control
STANZIALE, CAROLYN, MICHIEF COMPLIANCE OFFICERNA Control
STANZIALE, CAROLYN, MICHIEF COMPLIANCE OFFICERNA Control
STANZIALE, CHRISTOPHERIPARTNERNA Control
STANZIALE, CHRISTOPHERIPARTNERNA Control
STANZIALE, CHRISTOPHERIPARTNERNA Control
STANZIALE, CHRISTOPHERIPARTNERNA Control
STANZIALE, CHRISTOPHERIPARTNERNA Control
STANZIALE, CHRISTOPHERIPARTNERNA Control
STANZIALE, CHRISTOPHERIPARTNERNA Control
STANZIALE, CHRISTOPHERIPARTNERNA Control
ZAGAROLA, LAWRENCEIMANAGING MEMBER, SPECIAL PARTNERNA Control
ZAGAROLA, LAWRENCEIMANAGING MEMBER, SPECIAL PARTNERNA Control
ZAGAROLA, LAWRENCEIMANAGING MEMBER, SPECIAL PARTNERNA Control
ZAGAROLA, LAWRENCEIMANAGING MEMBER, SPECIAL PARTNERNA Control
ZAGAROLA, LAWRENCEISPECIAL PARTNERNA Control
ZAGAROLA, LAWRENCEISPECIAL PARTNERNA Control
ZAGAROLA, LAWRENCEISPECIAL PARTNERNA Control
ZAGAROLA, LAWRENCEISPECIAL PARTNERNA Control
ZAGAROLA, LAWRENCEISPECIAL PARTNERNA Control
ZAGAROLA, LAWRENCEISPECIAL PARTNERNA Control
ZAGAROLA, LAWRENCEISPECIAL PARTNERNA Control
ZAGAROLA, LAWRENCEISPECIAL PARTNERNA Control
ZAGAROLA, LAWRENCEISPECIAL PARTNERNA Control
ZAGAROLA, LAWRENCEISPECIAL PARTNERNA Control
ZAGAROLA, LAWRENCEISPECIAL PARTNERNA Control
ZAGAROLA, LAWRENCEISPECIAL PARTNERNA Control
ZAGAROLA, LAWRENCEISPECIAL PARTNERNA Control
ZAGAROLA, LAWRENCEISPECIAL PARTNERNA Control
ZAGAROLA, LAWRENCEISPECIAL PARTNERNA Control
ZAGAROLA, LAWRENCEISPECIAL PARTNERNA Control
ZAGAROLA, LAWRENCEISPECIAL PARTNERNA Control
ZAGAROLA, LAWRENCEISPECIAL PARTNERNA Control
ZAGAROLA, LAWRENCEISPECIAL PARTNERNA Control
ZAGAROLA, LAWRENCEIMANAGING MEMBERE Control
ZAGAROLA, LAWRENCEIMANAGING MEMBERE Control
ZAGAROLA, LAWRENCEIMANAGING MEMBERE Control
ZAGAROLA, LAWRENCEIMANAGING MEMBERE Control
ZAGAROLA, LAWRENCEIMANAGING MEMBERE Control
ZAGAROLA, LAWRENCEIMANAGING MEMBERE Control
ZAGAROLA, LAWRENCEIMANAGING MEMBERE Control
ZAGAROLA, LAWRENCEIMANAGING MEMBERE Control
ZAGAROLA, LAWRENCEIMANAGING MEMBERE Control
ZAGAROLA, LAWRENCEIMANAGING MEMBERE Control
ZAGAROLA, LAWRENCEIMANAGING MEMBERE Control
ZAGAROLA, LAWRENCEIMANAGING MEMBERE Control
JHC HOLDING LLCDEPARTNERD Control
JHC HOLDING LLCDEPARTNERD Control
JHC HOLDING LLCDEPARTNERD Control
JHC HOLDING LLCDEPARTNERD Control
JHC HOLDING LLCDEPARTNERD Control
ZAGAROLA, DARREN, LAWRENCEIMEMBERD Control
ZAGAROLA, DARREN, LAWRENCEIMEMBERD Control
ZAGAROLA, DARREN, LAWRENCEIMEMBERD Control
ZAGAROLA, DARREN, LAWRENCEIMEMBERD Control
ZAGAROLA, DARREN, LAWRENCEIMEMBERD Control
ZAGAROLA, DARREN, LAWRENCEIMEMBERD Control
ZAGAROLA, DARREN, LAWRENCEIMEMBERD Control
ZAGAROLA, DARREN, LAWRENCEIMEMBERD Control
ZAGAROLA, DARREN, LAWRENCEIMEMBERD Control
ZAGAROLA, DARREN, LAWRENCEIMEMBERD Control
ZAGAROLA, DARREN, LAWRENCEIMEMBERD Control
ZAGAROLA, DARREN, LAWRENCEIMEMBERD Control
ZAGAROLA, DARREN, LAWRENCEIMEMBERD Control
ZAGAROLA, DARREN, LAWRENCEIMEMBERD Control
ZAGAROLA, DARREN, LAWRENCEIMEMBERD Control
ZAGAROLA, DARREN, LAWRENCEIMEMBERD Control
ZAGAROLA, DARREN, LAWRENCEIMEMBERD Control
ZAGAROLA, DARREN, LAWRENCEIMEMBERD Control
ZAGAROLA, DARREN, LAWRENCEIMEMBERD Control
ZAGAROLA, DARREN, LAWRENCEIMEMBERD Control
ZAGAROLA, DARREN, LAWRENCEIMEMBERD Control
ZAGAROLA, DARREN, LAWRENCEIMEMBERD Control
ZAGAROLA, DARREN, LAWRENCEIMEMBERD Control
ZAGAROLA, LAWRENCEIMANAGING DIRECTORD Control
ZAGAROLA, LAWRENCEIMANAGING DIRECTORD Control
ZAGAROLA, LAWRENCEIMANAGING DIRECTORD Control
ACCESS FINANCIAL PLANNING, INC.DEPARTNERC Control
ACCESS FINANCIAL PLANNING, INC.DEPARTNERC Control
ACCESS FINANCIAL PLANNING, INC.DEPARTNERC Control
ACCESS FINANCIAL PLANNING, INC.DEPARTNERC Control
ACCESS FINANCIAL PLANNING, INC.DEPARTNERC Control
ACCESS FINANCIAL PLANNING, INC.DEPARTNERC Control
ACCESS FINANCIAL PLANNING, INC.DEPARTNERC Control
ACCESS FINANCIAL PLANNING, INC.DEPARTNERC Control
ACCESS FINANCIAL PLANNING, INC.DEPARTNERB Control
ACCESS FINANCIAL PLANNING, INC.DEPARTNERB Control
ACCESS FINANCIAL PLANNING, INC.DEPARTNERB Control
ACCESS FINANCIAL PLANNING, INC.DEPARTNERB Control
ACCESS FINANCIAL PLANNING, INC.DEPARTNERB Control
ACCESS FINANCIAL PLANNING, INC.DEPARTNERB Control
ACCESS FINANCIAL PLANNING, INC.DEPARTNERB Control
ACCESS FINANCIAL PLANNING, INC.DEPARTNERB Control
ACCESS FINANCIAL PLANNING, INC.DEPARTNERB Control
ACCESS FINANCIAL PLANNING, INC.DEPARTNERB Control
ACCESS FINANCIAL PLANNING, INC.DEPARTNERB Control
ACCESS FINANCIAL PLANNING, INC.DEPARTNERB Control
HOOK, HOWARD, MARKIMEMBERB Control
HOOK, HOWARD, MARKIMEMBERB Control
HOOK, HOWARD, MARKIMEMBERB Control
HOOK, HOWARD, MARKIMEMBERB Control
HOOK, HOWARD, MARKIMEMBERB Control
HOOK, HOWARD, MARKIMEMBERB Control
HOOK, HOWARD, MARKIMEMBERB Control
HOOK, HOWARD, MARKIMEMBERB Control
HOOK, HOWARD, MARKIMEMBERB Control
HOOK, HOWARD, MARKIMEMBERB Control
HOOK, HOWARD, MARKIMEMBERB Control
HOOK, HOWARD, MARKIMEMBERB Control
HOOK, HOWARD, MARKIMEMBERB Control
HOOK, HOWARD, MARKIMEMBERB Control
HOOK, HOWARD, MARKIMEMBERB Control
HOOK, HOWARD, MARKIMEMBERB Control
HOOK, HOWARD, MARKIMEMBERB Control
HOOK, HOWARD, MARKIMEMBERB Control
HOOK, HOWARD, MARKIMEMBERB Control
HOOK, HOWARD, MARKIMEMBERB Control
HOOK, HOWARD, MARKIMEMBERB Control
HOOK, HOWARD, MARKIMEMBERB Control
HOOK, HOWARD, MARKIMEMBERB Control
MILOVE, HOWARD, SCOTTIMEMBERB Control
MILOVE, HOWARD, SCOTTIMEMBERB Control
MILOVE, HOWARD, SCOTTIMEMBERB Control
MILOVE, HOWARD, SCOTTIMEMBERB Control
MILOVE, HOWARD, SCOTTIMEMBERB Control
MILOVE, HOWARD, SCOTTIMEMBERB Control
MILOVE, HOWARD, SCOTTIMEMBERB Control
MILOVE, HOWARD, SCOTTIMEMBERB Control
MILOVE, HOWARD, SCOTTIMEMBERB Control
MILOVE, HOWARD, SCOTTIMEMBERB Control
MILOVE, HOWARD, SCOTTIMEMBERB Control
MILOVE, HOWARD, SCOTTIMEMBERB Control
MILOVE, HOWARD, SCOTTIMEMBERB Control
MILOVE, HOWARD, SCOTTIMEMBERB Control
MILOVE, HOWARD, SCOTTIMEMBERB Control
MILOVE, HOWARD, SCOTTIMEMBERB Control
MILOVE, HOWARD, SCOTTIMEMBERB Control
MILOVE, HOWARD, SCOTTIMEMBERB Control
MILOVE, HOWARD, SCOTTIMEMBERB Control
MILOVE, HOWARD, SCOTTIMEMBERB Control
MILOVE, HOWARD, SCOTTIMEMBERB Control
MILOVE, HOWARD, SCOTTIMEMBERB Control
MILOVE, HOWARD, SCOTTIMEMBERB Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
LOUGHLIN, CAROLYN, MIACCESS FINANCIAL PLANNING, INC.F Control
LOUGHLIN, CAROLYN, MIACCESS FINANCIAL PLANNING, INC.F Control
LOUGHLIN, CAROLYN, MIACCESS FINANCIAL PLANNING, INC.F Control
LOUGHLIN, CAROLYN, MIACCESS FINANCIAL PLANNING, INC.F Control
LOUGHLIN, CAROLYN, MIACCESS FINANCIAL PLANNING, INC.F Control
LOUGHLIN, CAROLYN, MIACCESS FINANCIAL PLANNING, INC.F Control
LOUGHLIN, CAROLYN, MIACCESS FINANCIAL PLANNING, INC.F Control
LOUGHLIN, CAROLYN, MIACCESS FINANCIAL PLANNING, INC.F Control
ZAGAROLA, LAWRENCEIACCESS FINANCIAL PLANNING, INC.D Control
ZAGAROLA, LAWRENCEIACCESS FINANCIAL PLANNING, INC.D Control
ZAGAROLA, LAWRENCEIACCESS FINANCIAL PLANNING, INC.D Control
MILOVE, BRUCE, MICHAELIACCESS FINANCIAL PLANNING, INC.C Control
MILOVE, BRUCE, MICHAELIACCESS FINANCIAL PLANNING, INC.C Control
MILOVE, BRUCE, MICHAELIACCESS FINANCIAL PLANNING, INC.C Control
MILOVE, BRUCE, MICHAELIACCESS FINANCIAL PLANNING, INC.C Control
MILOVE, BRUCE, MICHAELIACCESS FINANCIAL PLANNING, INC.C Control
MILOVE, BRUCE, MICHAELIACCESS FINANCIAL PLANNING, INC.C Control
MILOVE, BRUCE, MICHAELIACCESS FINANCIAL PLANNING, INC.C Control
MILOVE, BRUCE, MICHAELIACCESS FINANCIAL PLANNING, INC.C Control
MILOVE, BRUCE, MICHAELIACCESS FINANCIAL PLANNING, INC.C Control
MILOVE, BRUCE, MICHAELIACCESS FINANCIAL PLANNING, INC.C Control
MILOVE, BRUCE, MICHAELIACCESS FINANCIAL PLANNING, INC.C Control
MILOVE, BRUCE, MICHAELIACCESS FINANCIAL PLANNING, INC.C Control
MILOVE, BRUCE, MICHAELIACCESS FINANCIAL PLANNING, INC.C Control
MILOVE, BRUCE, MICHAELIACCESS FINANCIAL PLANNING, INC.C Control
MILOVE, BRUCE, MICHAELIACCESS FINANCIAL PLANNING, INC.C Control
MILOVE, BRUCE, MICHAELIACCESS FINANCIAL PLANNING, INC.C Control
MILOVE, BRUCE, MICHAELIACCESS FINANCIAL PLANNING, INC.C Control
MILOVE, BRUCE, MICHAELIACCESS FINANCIAL PLANNING, INC.C Control
MILOVE, BRUCE, MICHAELIACCESS FINANCIAL PLANNING, INC.C Control
MILOVE, BRUCE, MICHAELIACCESS FINANCIAL PLANNING, INC.C Control
MILOVE, BRUCE, MICHAELIACCESS FINANCIAL PLANNING, INC.C Control
MILOVE, BRUCE, MICHAELIACCESS FINANCIAL PLANNING, INC.C Control
MILOVE, BRUCE, MICHAELIACCESS FINANCIAL PLANNING, INC.C Control
MILOVE, BRUCE, MICHAELIACCESS FINANCIAL PLANNING, INC.C Control
STANZIALE, CHRISTOPHERIACCESS FINANCIAL PLANNING, INC.C Control
STANZIALE, CHRISTOPHERIACCESS FINANCIAL PLANNING, INC.C Control
STANZIALE, CHRISTOPHERIACCESS FINANCIAL PLANNING, INC.C Control
STANZIALE, CHRISTOPHERIACCESS FINANCIAL PLANNING, INC.C Control
STANZIALE, CHRISTOPHERIACCESS FINANCIAL PLANNING, INC.C Control
STANZIALE, CHRISTOPHERIACCESS FINANCIAL PLANNING, INC.C Control
STANZIALE, CHRISTOPHERIACCESS FINANCIAL PLANNING, INC.C Control
STANZIALE, CHRISTOPHERIACCESS FINANCIAL PLANNING, INC.C Control

Registrations

Federal

IA
Mar 26, 2025 REGISTERED

Notice Filings (11)

CA CT FL NC NJ NY PA RI SC TX VA

Address

120 EAGLE ROCK AVENUE
SUITE 230
EAST HANOVER, NJ 07936
United States
Phone: 973-740-2400