# ACCESS WEALTH MANAGEMENT, INC.

ACCESS WEALTH MANAGEMENT, INC. of LOUISVILLE, KY is an SEC-registered investment adviser.

## Registration

- CRD: 281616
- Type: SEC-registered investment adviser
- SEC file number: 801-106775
- Location: 4360 BROWNSBORO ROAD, SUITE 101, LOUISVILLE, KY, 40207
- Phone: 502-292-5500
- Latest filing: 2025-03-13
- Regulatory AUM: $319.0M
- Discretionary AUM: $265.9M
- Non-discretionary AUM: $53.1M
- Clients: 5
- Accounts: 821

## Business model

- Compensation: % of AUM, Performance
- Clients served: Individuals, High net worth, Charities, Investment cos

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Anthony Lambert Christensen | PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| CHRISTENSEN ANTHONY LAMBERT | PRESIDENT, CHIEF COMPLIANCE OFFICER | — |


## Private funds (1)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| ACCESS REAL ESTATE FUND I, LLC | Real Estate Fund | Delaware | 24 | $17.0M | $250K |


## Fund service providers (1)

- administrator: FAIRVIEW

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/281616/brochure
- Similar advisers: https://search.stillhousedata.com/firm/281616/similar
- Related entities: https://search.stillhousedata.com/firm/281616/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/281616

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.