ACCESS WEALTH MANAGEMENT, INC.
CRD #281616 SEC #801-106775 LOUISVILLE, KY 502-292-5500
SEC Registered Private Funds
Total AUM
$319M
Discretionary
$265.9M
Employees
5
Clients
51
Accounts
821
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $319M | $265.9M | $53.1M | 5 | 0 |
| Mar 2025 | $319M | $265.9M | $53.1M | 5 | 0 |
| Aug 2024 | $291.9M | $259.6M | $32.3M | 4 | 0 |
| Mar 2024 | $291.9M | $259.6M | $32.3M | 4 | 0 |
| Jan 2024 | $249.6M | $227.2M | $22.4M | 5 | 0 |
| Feb 2023 | $249.6M | $227.2M | $22.4M | 6 | 0 |
| Oct 2022 | $227M | $214.2M | $12.8M | 7 | 0 |
| Apr 2022 | $227M | $214.2M | $12.8M | 7 | 0 |
| Mar 2022 | $227M | $214.2M | $12.8M | 7 | 0 |
| Mar 2021 | $204.3M | $192.5M | $11.8M | 7 | 0 |
| Nov 2020 | $176.9M | $165.1M | $11.8M | 7 | 0 |
| Jul 2020 | $176.9M | $165.1M | $11.8M | 7 | 0 |
| Jun 2020 | $176.9M | $165.1M | $11.8M | 7 | 0 |
| Mar 2020 | $176.9M | $165.1M | $11.8M | 7 | 0 |
| Mar 2020 | $176.9M | $165.1M | $11.8M | 7 | 0 |
| Mar 2019 | $155.6M | $142.2M | $13.4M | 5 | 0 |
| Nov 2018 | $139.7M | $126.5M | $13.3M | 6 | 0 |
| Nov 2018 | $139.7M | $126.5M | $13.3M | 6 | 0 |
| Feb 2018 | $139.7M | $126.5M | $13.3M | 6 | 0 |
| Aug 2017 | $123.6M | $102.3M | $21.4M | 6 | 100 |
| Mar 2017 | $123.6M | $102.3M | $21.4M | 6 | 100 |
| Dec 2016 | $106M | $86M | $20M | 6 | 26 |
| Aug 2016 | $106M | $86M | $20M | 6 | 26 |
| Jul 2016 | $106M | $86M | $20M | 6 | 26 |
| Apr 2016 | $106M | $86M | $20M | 6 | 26 |
| Feb 2016 | $106M | $86M | $20M | 6 | 26 |
| Dec 2015 | $0 | $0 | $0 | 3 | 0 |
| Nov 2015 | $0 | $0 | $0 | 3 | 0 |
| Oct 2015 | $0 | $0 | $0 | 3 | 0 |
| Oct 2015 | $0 | $0 | $0 | 3 | 0 |
| Oct 2015 | $0 | $0 | $0 | 3 | 0 |
| Oct 2015 | $0 | $0 | $0 | 3 | 0 |
DateJun 2025
Total AUM$319M
Discretionary$265.9M
Non-Disc.$53.1M
Employees5
Clients0
DateMar 2025
Total AUM$319M
Discretionary$265.9M
Non-Disc.$53.1M
Employees5
Clients0
DateAug 2024
Total AUM$291.9M
Discretionary$259.6M
Non-Disc.$32.3M
Employees4
Clients0
DateMar 2024
Total AUM$291.9M
Discretionary$259.6M
Non-Disc.$32.3M
Employees4
Clients0
DateJan 2024
Total AUM$249.6M
Discretionary$227.2M
Non-Disc.$22.4M
Employees5
Clients0
DateFeb 2023
Total AUM$249.6M
Discretionary$227.2M
Non-Disc.$22.4M
Employees6
Clients0
DateOct 2022
Total AUM$227M
Discretionary$214.2M
Non-Disc.$12.8M
Employees7
Clients0
DateApr 2022
Total AUM$227M
Discretionary$214.2M
Non-Disc.$12.8M
Employees7
Clients0
DateMar 2022
Total AUM$227M
Discretionary$214.2M
Non-Disc.$12.8M
Employees7
Clients0
DateMar 2021
Total AUM$204.3M
Discretionary$192.5M
Non-Disc.$11.8M
Employees7
Clients0
DateNov 2020
Total AUM$176.9M
Discretionary$165.1M
Non-Disc.$11.8M
Employees7
Clients0
DateJul 2020
Total AUM$176.9M
Discretionary$165.1M
Non-Disc.$11.8M
Employees7
Clients0
DateJun 2020
Total AUM$176.9M
Discretionary$165.1M
Non-Disc.$11.8M
Employees7
Clients0
DateMar 2020
Total AUM$176.9M
Discretionary$165.1M
Non-Disc.$11.8M
Employees7
Clients0
DateMar 2020
Total AUM$176.9M
Discretionary$165.1M
Non-Disc.$11.8M
Employees7
Clients0
DateMar 2019
Total AUM$155.6M
Discretionary$142.2M
Non-Disc.$13.4M
Employees5
Clients0
DateNov 2018
Total AUM$139.7M
Discretionary$126.5M
Non-Disc.$13.3M
Employees6
Clients0
DateNov 2018
Total AUM$139.7M
Discretionary$126.5M
Non-Disc.$13.3M
Employees6
Clients0
DateFeb 2018
Total AUM$139.7M
Discretionary$126.5M
Non-Disc.$13.3M
Employees6
Clients0
DateAug 2017
Total AUM$123.6M
Discretionary$102.3M
Non-Disc.$21.4M
Employees6
Clients100
DateMar 2017
Total AUM$123.6M
Discretionary$102.3M
Non-Disc.$21.4M
Employees6
Clients100
DateDec 2016
Total AUM$106M
Discretionary$86M
Non-Disc.$20M
Employees6
Clients26
DateAug 2016
Total AUM$106M
Discretionary$86M
Non-Disc.$20M
Employees6
Clients26
DateJul 2016
Total AUM$106M
Discretionary$86M
Non-Disc.$20M
Employees6
Clients26
DateApr 2016
Total AUM$106M
Discretionary$86M
Non-Disc.$20M
Employees6
Clients26
DateFeb 2016
Total AUM$106M
Discretionary$86M
Non-Disc.$20M
Employees6
Clients26
DateDec 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateNov 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateOct 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateOct 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateOct 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateOct 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0