ACCESS WEALTH MANAGEMENT, INC.

ACCESS WEALTH MANAGEMENT, INC. of LOUISVILLE, KY is an SEC-registered investment adviser (CRD 281616). Regulatory assets under management: $319.0M.

Registration

Business model

Compensation: % of AUM, Performance.

Clients served: Individuals, High net worth, Charities, Investment cos.

Officers, owners & control persons (2)

NameRoleLocation
Anthony Lambert ChristensenPRESIDENT, CHIEF COMPLIANCE OFFICER
CHRISTENSEN ANTHONY LAMBERTPRESIDENT, CHIEF COMPLIANCE OFFICER

Private funds (1)

FundTypeFormedOwnersGross asset valueMin investment
ACCESS REAL ESTATE FUND I, LLCReal Estate FundDelaware24$17.0M$250K

Fund service providers (1)

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