Access Wealth Management

Finance · Kentucky, United States · 1-10 Employees

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Overview

Headquarters

4360 Brownsboro Rd Ste 101, Louisville, ...

Phone Number

(502) 292-5500

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Access Wealth Management

ACCESS Wealth Management specializes in wealth management services aimed at high net worth individuals, business owners, executives, professional athletes, and entertainment professionals. They offer a range of services including investment management, financial planning, family office services, tax management, asset protection, and portfolio risk analysis. The company is dedicated to helping clients achieve their financial dreams and build meaningful legacies. Their expertise and insights are designed to guide clients through complex financial landscapes.Explore more
Access Wealth Management's Social MediaPopular SearchesAccess Wealth Management IncAccess Wealth ManagementACCESS Wealth Management - Inccom ACCESSWealthManagementACCESS Wealth Management InSIC Code 62,628NAICS Code 52,523Show more

Access Wealth Management Org Chart

PhoneEmail
Anthony Christensen, President & Managing Partner at Access Wealth Management
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President & Managing Partner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Access Wealth Management

<$5M
1-10
Private
<$5M
2004
Anthony Christensen, President & Managing Partner at Access Wealth Management
Anthony ChristensenPresident & Managing Partner
$6.6M
11-50
Private
-
2014
RC
Ryan CobbChief Operating Officer
<$5M
1-10
Private
-
2014
MS
Molly SullivanClient Service Coordinator
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
11-50
Private
-
2005
AP
Alexander PonchakPartner & Chief Financial Officer
<$5M
1-10
Private
-
1972
MF
Matthew FurlongPortfolio Manager, Managing Member & Principal
<$5M
1-10
Private
-
2018
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Access Wealth Management financials insights

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

2021

Debt

$115K

See All Access Wealth Management's Financials Insights

Access Wealth Management Tech Stack

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Frequently Asked Questions Regarding Access Wealth Management

What is Access Wealth Management's official website?
Access Wealth Management's official website is www.accesswm.com
What is Access Wealth Management's Revenue?
Access Wealth Management's revenue is <$5 Million
What is Access Wealth Management's SIC code?
Access Wealth Management's SIC: 62,628
What is Access Wealth Management's NAICS code?
Access Wealth Management's NAICS: 52,523
How many employees does Access Wealth Management have?
Access Wealth Management has 1-10 employees
What industry does Access Wealth Management belong to?
Access Wealth Management is in the industry of: Finance, Securities Trading
What is Access Wealth Management competition?
Access Wealth Management top competitors include: Stockade Wealth Management, Furlong Investment Solutions, CoastEdge Partners, Isthmus Partners
What technology does Access Wealth Management use?
Some of the popular technologies that Access Wealth Management uses are: WordPress.org, Google Font API, GoDaddy DNS, Fastly
How do I contact Access Wealth Management?
Access Wealth Management contact info: Phone number: (502) 292-5500 Website: www.accesswm.com
What does Access Wealth Management do?

ACCESS Wealth Management specializes in wealth management services aimed at high net worth individuals, business owners, executives, professional athletes, and entertainment professionals. They offer a range of services including investment management, financial planning, family office services, tax management, asset protection, and portfolio risk... analysis. The company is dedicated to helping clients achieve their financial dreams and build meaningful legacies. Their expertise and insights are designed to guide clients through complex financial landscapes.Read More

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

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