Access Wealth

Finance · New Jersey, United States · 11-50 Employees

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Overview

Headquarters

120 Eagle Rock Ave Ste 230, East Hanover...

Phone Number

(973) 740-2400

Revenue

$15.3 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
2
2
1
1
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2

About Access Wealth

Access Wealth Planning is an independent Wealth Management firm that has been helping clients grow and preserve their wealth during its 25 year history. Our success is evidenced by the fact that our client roster includes second and third generation family members; we take great pride in these relationships and care deeply about our clients' personal and financial goals and desires. We work closely with them to personalize investment strategies and financial plans that help them increase their wealth, reduce their risk, and enjoy their retirement.Explore more
Access Wealth's Social MediaPopular SearchesAccess Wealth CoAccess WealthAccess Wealth Planning LLCSIC Code 62,628NAICS Code 52,523Show more

Access Wealth Org Chart

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Chief Executive Officer

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Chief Compliance Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Access Wealth

$15.3M
11-50
Private
<$5M
1987
<$5M
11-50
Private
-
1998
Peter Leitner, Founder & Chief Executive Officer at Waterford Advisors
Peter LeitnerFounder & CEO
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
<$5M
1-10
Private
-
2016
N/A
<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2015
MJ
Michael JelormineFinancial Founder & Managing Director & Planner
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Access Wealth is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Access Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Access Wealth.

Access Wealth financials insights

Gather financial insights about Access Wealth, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

See All Access Wealth's Financials Insights

Access Wealth Tech Stack

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Access Wealth News & Media

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Frequently Asked Questions Regarding Access Wealth

What is Access Wealth's official website?
Access Wealth's official website is www.access-wealth.com
What is Access Wealth's Revenue?
Access Wealth's revenue is $15.3 Million
What is Access Wealth's SIC code?
Access Wealth's SIC: 62,628
What is Access Wealth's NAICS code?
Access Wealth's NAICS: 52,523
How many employees does Access Wealth have?
Access Wealth has 11-50 employees
What industry does Access Wealth belong to?
Access Wealth is in the industry of: Finance, Securities Trading
What is Access Wealth competition?
Access Wealth top competitors include: Gerson Wealth Management, Copper Canyon Wealth Management, Waterford Advisors, Radnor Financial Advisors
What technology does Access Wealth use?
Some of the popular technologies that Access Wealth uses are: WordPress.org, PHP, Cloudflare Website Optimization, Google Universal Analytics
How do I contact Access Wealth?
Access Wealth contact info: Phone number: (973) 740-2400 Website: www.access-wealth.com
What does Access Wealth do?

Access Wealth Planning is an independent Wealth Management firm that has been helping clients grow and preserve their wealth during its 25 year history. Our success is evidenced by the fact that our client roster includes second and third generation family members; we take great pride in these relationships and care deeply about our clients' person... al and financial goals and desires. We work closely with them to personalize investment strategies and financial plans that help them increase their wealth, reduce their risk, and enjoy their retirement.Read More

What are Access Wealth social media links?
Access Wealth Linkedin page
Is Access Wealth a public company?
Access Wealth is private company therefore does not currently have an official ticker symbol
See more information about Access Wealth

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