EAST HANOVER, NJCRD 112973Latest ADV March 24, 2026
Access Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in East Hanover, NJ. Its latest Form ADV filing, dated March 24, 2026, reports $539M in regulatory assets under management, 6 employees, and 1,009 accounts.
Assets Under Management
$539M
Employees
6
Offices
--
Total Clients
373
Primary office
EAST HANOVER, NJ
120 EAGLE ROCK AVENUE, SUITE 230, EAST HANOVER, NJ, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 64.9% of total clients.
Top client categories% of clientsClients
1
Individuals
64.9%
242
2
HNWI
32.4%
121
3
Pension Plans
1.9%
7
4
Corporations
0.5%
2
5
Charitable
0.3%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$539Mas of March 24, 2026
Discretionary100.0%
$539M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$539M
Total Accounts1,009
10Y AUM Change+$260M (+93.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee62:1
10Y Employee Change-3 (-33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.