Mark Weisholtz has been an investment adviser representative at Access Wealth Planning since December 2006, and is not listed among the firm’s executive officers or direct owners.
Access Wealth Planning, LLC is an East Hanover, NJ firm with $539M under management, 373 clients and 6 advisers in one office, as of its March 2026 filing.
Investment adviser representative registrations
Mark Weisholtz is registered as an investment adviser representative in New Jersey, since December 2006.
- New JerseySince 18 December 2006
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 13 November 2006 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 1380800
- Firm
- Access Wealth Planning · CRD 112973
- Registration
- Investment adviser registration
- In the industry since
- December 2006
- Disciplinary history
- Not yet shown here · SEC record
Where does Mark Weisholtz work?
Mark Weisholtz is an investment adviser representative registered through Access Wealth Planning, LLC since December 2006, and is not listed among the firm’s executive officers or direct owners.
Is Mark Weisholtz a financial advisor?
Yes. Mark Weisholtz has a current investment-adviser registration in New Jersey, through Access Wealth Planning since December 2006.
How many years of experience does Mark Weisholtz have?
Mark Weisholtz has 19 years in the financial industry, since December 2006, across 1 adviser firm.
What exams has Mark Weisholtz passed?
Mark Weisholtz passed the Series 65 in November 2006.
Is Mark Weisholtz registered with FINRA?
No. Mark Weisholtz has no current broker registration.
How can I verify Mark Weisholtz’s record?
Search CRD 1380800 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mark Weisholtz’s full registration record.
