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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $490.4M | $490.4M | $0 | 6 | 5 |
| Aug 2024 | $404M | $404M | $0 | 6 | 5 |
| Mar 2024 | $404M | $404M | $0 | 6 | 5 |
| Mar 2023 | $367.1M | $367.1M | $0 | 12 | 83 |
| Jul 2022 | $407.9M | $407.9M | $0 | 14 | 3 |
| May 2022 | $407.9M | $407.9M | $0 | 14 | 3 |
| Mar 2022 | $407.9M | $407.9M | $0 | 15 | 3 |
| Mar 2021 | $361.8M | $361.8M | $0 | 15 | 3 |
| Feb 2021 | $315M | $315M | $0 | 16 | 7 |
| Nov 2020 | $315M | $315M | $0 | 16 | 7 |
| Jun 2020 | $315M | $315M | $0 | 16 | 7 |
| Jun 2020 | $315M | $315M | $0 | 16 | 7 |
| Mar 2020 | $315M | $315M | $0 | 16 | 7 |
| Mar 2019 | $296.9M | $296.9M | $0 | 15 | 3 |
| Jan 2019 | $280.4M | $280.4M | $0 | 13 | 3 |
| Aug 2018 | $310.1M | $310.1M | $0 | 13 | 3 |
| Mar 2018 | $310.1M | $310.1M | $0 | 13 | 3 |
| May 2017 | $279.1M | $279.1M | $0 | 9 | 500 |
| Mar 2017 | $279.1M | $279.1M | $0 | 9 | 500 |
| Jun 2016 | $279.1M | $279.1M | $0 | 7 | 500 |
| Mar 2016 | $279.1M | $279.1M | $0 | 7 | 500 |
| Feb 2016 | $279.2M | $279.2M | $0 | 7 | 500 |
| Jan 2015 | $279.2M | $279.2M | $0 | 7 | 500 |
| Nov 2014 | $433.1M | $294.2M | $138.9M | 7 | 500 |
| Apr 2014 | $433.1M | $294.2M | $138.9M | 7 | 500 |
| Oct 2013 | $417M | $279.4M | $137.6M | 7 | 500 |
| Apr 2013 | $228.7M | $228.7M | $0 | 7 | 500 |
| Mar 2012 | $189.4M | $189.4M | $0 | 6 | 500 |
| Feb 2011 | $160.3M | $160.3M | $0 | 10 | -- |
| Mar 2009 | $128M | $128M | $0 | 10 | -- |
| Mar 2008 | $204.8M | $175.8M | $29M | -- | -- |
| Oct 2007 | $200.2M | $169.1M | $31.1M | -- | -- |
| Feb 2007 | $200.2M | $169.1M | $31.1M | 10 | -- |
| Jan 2006 | $188.1M | $159.8M | $28.3M | -- | -- |
| Feb 2005 | $166.9M | $137.4M | $29.5M | -- | -- |
| Aug 2004 | $164.6M | $133.3M | $31.3M | -- | -- |
| Apr 2004 | $1.6B | $1.3B | $313M | -- | -- |
| Nov 2003 | $136.5M | $106.3M | $30.2M | -- | -- |
| Apr 2002 | $148.2M | $117.6M | $30.6M | -- | -- |
| Oct 2001 | $169.1M | $139.1M | $30M | -- | -- |
| Jul 2001 | $169.1M | $139.1M | $30M | -- | -- |
DateMar 2025
Total AUM$490.4M
Discretionary$490.4M
Non-Disc.$0
Employees6
Clients5
DateAug 2024
Total AUM$404M
Discretionary$404M
Non-Disc.$0
Employees6
Clients5
DateMar 2024
Total AUM$404M
Discretionary$404M
Non-Disc.$0
Employees6
Clients5
DateMar 2023
Total AUM$367.1M
Discretionary$367.1M
Non-Disc.$0
Employees12
Clients83
DateJul 2022
Total AUM$407.9M
Discretionary$407.9M
Non-Disc.$0
Employees14
Clients3
DateMay 2022
Total AUM$407.9M
Discretionary$407.9M
Non-Disc.$0
Employees14
Clients3
DateMar 2022
Total AUM$407.9M
Discretionary$407.9M
Non-Disc.$0
Employees15
Clients3
DateMar 2021
Total AUM$361.8M
Discretionary$361.8M
Non-Disc.$0
Employees15
Clients3
DateFeb 2021
Total AUM$315M
Discretionary$315M
Non-Disc.$0
Employees16
Clients7
DateNov 2020
Total AUM$315M
Discretionary$315M
Non-Disc.$0
Employees16
Clients7
DateJun 2020
Total AUM$315M
Discretionary$315M
Non-Disc.$0
Employees16
Clients7
DateJun 2020
Total AUM$315M
Discretionary$315M
Non-Disc.$0
Employees16
Clients7
DateMar 2020
Total AUM$315M
Discretionary$315M
Non-Disc.$0
Employees16
Clients7
DateMar 2019
Total AUM$296.9M
Discretionary$296.9M
Non-Disc.$0
Employees15
Clients3
DateJan 2019
Total AUM$280.4M
Discretionary$280.4M
Non-Disc.$0
Employees13
Clients3
DateAug 2018
Total AUM$310.1M
Discretionary$310.1M
Non-Disc.$0
Employees13
Clients3
DateMar 2018
Total AUM$310.1M
Discretionary$310.1M
Non-Disc.$0
Employees13
Clients3
DateMay 2017
Total AUM$279.1M
Discretionary$279.1M
Non-Disc.$0
Employees9
Clients500
DateMar 2017
Total AUM$279.1M
Discretionary$279.1M
Non-Disc.$0
Employees9
Clients500
DateJun 2016
Total AUM$279.1M
Discretionary$279.1M
Non-Disc.$0
Employees7
Clients500
DateMar 2016
Total AUM$279.1M
Discretionary$279.1M
Non-Disc.$0
Employees7
Clients500
DateFeb 2016
Total AUM$279.2M
Discretionary$279.2M
Non-Disc.$0
Employees7
Clients500
DateJan 2015
Total AUM$279.2M
Discretionary$279.2M
Non-Disc.$0
Employees7
Clients500
DateNov 2014
Total AUM$433.1M
Discretionary$294.2M
Non-Disc.$138.9M
Employees7
Clients500
DateApr 2014
Total AUM$433.1M
Discretionary$294.2M
Non-Disc.$138.9M
Employees7
Clients500
DateOct 2013
Total AUM$417M
Discretionary$279.4M
Non-Disc.$137.6M
Employees7
Clients500
DateApr 2013
Total AUM$228.7M
Discretionary$228.7M
Non-Disc.$0
Employees7
Clients500
DateMar 2012
Total AUM$189.4M
Discretionary$189.4M
Non-Disc.$0
Employees6
Clients500
DateFeb 2011
Total AUM$160.3M
Discretionary$160.3M
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$128M
Discretionary$128M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$204.8M
Discretionary$175.8M
Non-Disc.$29M
Employees--
Clients--
DateOct 2007
Total AUM$200.2M
Discretionary$169.1M
Non-Disc.$31.1M
Employees--
Clients--
DateFeb 2007
Total AUM$200.2M
Discretionary$169.1M
Non-Disc.$31.1M
Employees10
Clients--
DateJan 2006
Total AUM$188.1M
Discretionary$159.8M
Non-Disc.$28.3M
Employees--
Clients--
DateFeb 2005
Total AUM$166.9M
Discretionary$137.4M
Non-Disc.$29.5M
Employees--
Clients--
DateAug 2004
Total AUM$164.6M
Discretionary$133.3M
Non-Disc.$31.3M
Employees--
Clients--
DateApr 2004
Total AUM$1.6B
Discretionary$1.3B
Non-Disc.$313M
Employees--
Clients--
DateNov 2003
Total AUM$136.5M
Discretionary$106.3M
Non-Disc.$30.2M
Employees--
Clients--
DateApr 2002
Total AUM$148.2M
Discretionary$117.6M
Non-Disc.$30.6M
Employees--
Clients--
DateOct 2001
Total AUM$169.1M
Discretionary$139.1M
Non-Disc.$30M
Employees--
Clients--
DateJul 2001
Total AUM$169.1M
Discretionary$139.1M
Non-Disc.$30M
Employees--
Clients--