Access Wealth
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Overview
Access Wealth is a financial advisory firm headquartered in East Hanover, New Jersey. The firm manages $367.1 million in assets across 385 customer accounts, making it one of the bigger firms in the nation by assets under management (AUM). The company has a small team, including 6 financial advisors. Access Wealth is not a registered broker-dealer, signifying that it cannot buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer firm to do so. Securities are tradable fiscal assets like stocks, options and bonds.
Access Wealth administers all of the firm's client assets in a discretionary manner. Discretionary management signifies that a portfolio manager makes buy and sell judgments without requiring the customer's approval. The investment advisory firm manages about $953,387 for each account. An average financial advisor at Access Wealth manages around 64 client accounts, placing it towards the middle in terms of personalization.
Access Wealth's central office is at 120 Eagle Rock Avenue, East Hanover, New Jersey 7936. The company is registered to serve investors across a number of states, including California, Florida, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, Texas and Virginia.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Access Wealth by the Numbers
$367.1 million
12
385
$953.4 thousand
Products and Services
Access Wealth offers a number of financial services, which can consist of financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. In the prior fiscal year, the company provided 1-10 of its accounts with financial planning services. The firm does not sell products or offer services apart from investment advisory services to its investment advisory clients.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
A financial advisor's fees depend on which services the firm provides the client. However, fee types billed by the company most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
It provides services to retail investors and high net worth investors. Out of its 385 accounts, Access Wealth's biggest client group is retail investors, but it also caters to 97 high-net-worth individuals. The SEC defines a high-net-worth individual as an individual who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's customers are from outside of the U.S.
- High-Net-Worth Individuals* - 25.19%
- Other Individuals - 74.81%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Access Wealth does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Access Wealth
East Hanover, NJ
East Hanover, NJ
East Hanover, NJ
East Hanover, NJ
Roseland, NJ
Roseland, NJ
East Hanover, NJ
Roseland, NJ
East Hanover, NJ
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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