Access Wealth

11 registered advisors · 0 reported ETFs · $0 reported ETF value · $539.1M regulatory AUM

Access Wealth is an investment adviser that files Form ADV with the SEC in East Hanover, NJ, with 11 registered advisors, reporting $539.1M in regulatory assets under management. Its 13F filings report 0 ETF positions worth $0.

Last updated 2026-03-24 (latest Form ADV filing)

Scale

How this firm compares

Ratios computed from the firm's own Form ADV filing. Each caption ranks the firm against every other firm that reported the same figures.

  • Regulatory AUM$539.1MModerateTop 45%
  • Clients per advisor33.909LowTop 71%
  • Average AUM per client$1.4MLowTop 67%
  • High-net-worth share of clients32.4%ModerateTop 35%

What the firm filed with the SEC

Form ADV facts as filed, most recently 2026-03-24. Figures are the firm's own reported numbers.

Identity

Registration

Item 1 and registration status.

Registration type
Registered
SEC registration status
APPROVED
Registered since
2001-07-01
SEC file number
801-60406
Form version
10/2021
Latest Form ADV filing
2026-03-24
Address
120 Eagle Rock Avenue, Suite 230, East Hanover, NJ 07936, United States
Phone
973-740-2400
Website
http://www.access-wealth.com

Size

People and clients

Items 5.A through 5.D.

Employees
6
Registered advisors
11
Offices
3
Clients
373
Clients per advisor
33.909
High-net-worth share of clients
32.4%

Assets

Assets under management

Item 5.F and custody.

Regulatory AUM
$539,117,584
Discretionary AUM
$539,117,584
Non-discretionary AUM
$0
Total accounts
1,009
Average AUM per client
$1,445,355

Clients

Who the firm serves

Item 5.D, by reported assets.

  • High net worth individuals121 clients
    $436.6M
  • Individuals (non-HNW)242 clients
    $89.4M
  • Pension and profit-sharing plans7 clients
    $7.4M
  • Corporations or other businesses2 clients
    $5.4M
  • Charitable organizations1 client
    $346.9K

Practice

How the firm operates

Items 4 through 9.

Services
Financial Planning Services; Portfolio Management: Individuals and Small Businesses; Selection of Other Advisers; Other Advisory Service
Fee types
Compensation: Percentage of Assets Under Management; Compensation: Fixed Fees (Other Than Subscription)
Other business activities
Active Business: Registered Representative of a Broker-Deale; Active Business: Insurance Broker or Agent
Affiliations
Related Person Is: Other Investment Adviser (Incl. Financial
Custody
Adviser Has Custody of Client Cash; Adviser Custody Amount ($); Adviser Custody Clients (Count)

Source: SEC Form ADV filed by CRD 112973. View the official SEC IAPD record

Reported ETF investments

Reported 13F ETF positions, largest first
FundReported valueShare of reported ETF valueFund research

Registered advisors

Offices

Offices on the Form ADV filing
AddressCityStateAdvisors
120 Eagle Rock AvenueEast HanoverNJ10
999 Riverview DriveTotowaNJ2
1115 Clifton AvenueCliftonNJ1

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.