Access Wealth Management provides financial planning, portfolio management for individuals and small businesses, selecting other managers, insurance, and retirement plan services. Financial planning was provided to 51–100 clients last fiscal year.
Access Wealth Management reports 174 clients. They include 116 high-net-worth individuals, 41 individual clients, and 17 corporations and other businesses. Of its assets, 85.0% ($304M across 712 accounts) are managed with discretion; $53.6M across 107 accounts are not. Of its clients, 4% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 24% | 3% |
| High-net-worth individuals | 67% | 89% |
| Pension and profit-sharing plans | Fewer than 5 | 1% |
| Charitable organizations | Fewer than 5 | <1% |
| Corporations and other businesses | 10% | 6% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 41 | $12.1M | 3.4% | $295K |
| High-net-worth individuals | 116 | $319M | 89.2% | $2.75M |
| Pension and profit-sharing plans | Fewer than 5 | $5.24M | 1.5% | — |
| Charitable organizations | Fewer than 5 | $749K | 0.2% | — |
| Corporations and other businesses | 17 | $20.7M | 5.8% | $1.22M |
| Total | 174 | $358M | 100% | — |
- Clients
- 41
- Regulatory AUM
- $12.1M
- AUM share
- 3.4%
- Avg. per client
- $295K
- Clients
- 116
- Regulatory AUM
- $319M
- AUM share
- 89.2%
- Avg. per client
- $2.75M
- Clients
- Fewer than 5
- Regulatory AUM
- $5.24M
- AUM share
- 1.5%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $749K
- AUM share
- 0.2%
- Avg. per client
- —
- Clients
- 17
- Regulatory AUM
- $20.7M
- AUM share
- 5.8%
- Avg. per client
- $1.22M
Total
- Clients
- 174
- Regulatory AUM
- $358M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 4%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Access Wealth Management charges 1.00%–1.50% a year for its Portfolio Management and Private Wealth Management. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Non-discretionary Consulting Advice
- Non-discretionary consulting advice on private fund investments and 401(k) accounts is charged an annual fee of up to 0.50%.
Access Capital Holdings, Inc. owns 75% or more of Access Wealth Management and is in turn owned by Anthony Christensen (75% or more). The leadership team of Access Wealth Management includes Chief Compliance Officer Anthony Christensen. It has 5 employees, 3 of them in advisory roles.
Staff
- 5 employees
- 3 in advisory functions
- 3 state-registered reps
- 2 broker-dealer reps
- Owns 75% or more of Access Wealth Management, LLC
Access Capital Holdings, Inc.
Control person · since March 2025
- Owns 75% or more of Access Capital Holdings, Inc.
Anthony Christensen
Control person · since March 2025
- Owns 10% to 25% of Access Wealth Management, LLC
Nicholas Lachey
since March 2025
- Owns 10% to 25% of Access Wealth Management, LLC
Vanessa Lachey
since March 2025
- Owns 10% to 25% of Access Wealth Management, LLC
Joseph Mulvihill
since September 2025
Besides its headquarters, Access Wealth Management has 0 offices, with 1 listed address in 1 state.
Kentucky · 1 listed address
- 4360 Brownsboro Road, Ste .101, LouisvilleHQ
Contact and registration details
- Legal name
- Access Wealth Management, LLC
- Headquarters
- 4360 Brownsboro Road, Ste .101, Louisville, KY 40207
- Website
- accesswealthmanagement.com
- Phone
- 502-292-5500
- SEC file
- 801-135370
- Founded
- 2004
- Structure
- Kentucky LLC
- Fiscal year end
- December
Access Wealth Management’s named custodian for separately managed accounts is Charles Schwab ($229M). Access Wealth Management has custody of $8.21M for 57 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $229M100%
At year end, Access Wealth Management’s separately managed accounts were mostly in stocks (73%) and funds (10%).
What the accounts hold
- Stocks73%
- Exchange-traded equities72%
- Non-exchange-traded equities1%
- Funds10%
- Cash1%
- Other16%
- Private equity investments15%
- Derivatives1%
How many clients does Access Wealth Management have?
Access Wealth Management has 174 clients and manages $358 million for them, as of April 2026. They include 116 high-net-worth individuals, 41 individual clients, and 17 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 20 April 2026
What services does Access Wealth Management offer?
Access Wealth Management provides financial planning, portfolio management for individuals and small businesses, selecting other managers, insurance, and retirement plan services.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Access Wealth Management charge?
Access Wealth Management charges 1.00%–1.50% a year for its Portfolio Management and Private Wealth Management. The fee is billed in advance and is negotiable.
Source: ACCESS WEALTH MANAGEMENT BROCHURE, filed 7 April 2026
Which custodians does Access Wealth Management use?
Access Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $229M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 20 April 2026
How many financial advisors does Access Wealth Management have?
Access Wealth Management has 3 investment adviser representatives registered with state securities authorities, out of 5 employees, and 3 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 0 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Access Wealth Management invest in?
At the end of its last fiscal year, Access Wealth Management’s separately managed accounts held 72% exchange-traded equities, 15% other, 10% registered funds (mutual funds, ETFs, BDCs), 1% non-exchange-traded equities, 1% derivatives and 1% cash and equivalents. The 15% other category is described as: Private Equity Investments.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Access Wealth Management?
Access Wealth Management is owned through a holding company by Anthony Christensen. Its direct owners are Nicholas Lachey (10% to 25%), Vanessa Lachey (10% to 25%), Joseph Mulvihill (10% to 25%) and Access Capital Holdings, Inc. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 20 April 2026
How does Access Wealth Management get paid?
Access Wealth Management is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Access Wealth Management?
Access Wealth Management’s main office is at 4360 Brownsboro Road, Ste .101, Louisville, KY 40207. Its phone number is 502-292-5500. Its website is accesswealthmanagement.com.