ACCESS WEALTH GROUP, LLC

ACCESS WEALTH GROUP, LLC of DUBLIN, OH is an SEC-registered investment adviser (CRD 327982). Regulatory assets under management: $19.6M.

Registration

• CRD: 327982
• Type: Registered investment adviser
• Location: 25 NORTH ST., DUBLIN, OH, 43017
• Phone: 614-285-4777
• Latest filing: 2026-02-25
• Regulatory AUM: $19.6M
• Discretionary AUM: $19.6M
• Clients: 2
• Accounts: 367

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 327982 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search