ACCESS WEALTH

Legal name: ACCESS WEALTH PLANNING, LLC

CRD 112973File 801-60406

APPROVED

Retail clients

Custody

Filing as of Mar 24, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$539.1M

Above cohort median (national)

Discretionary AUM

$539.1M

Clients

373

1,009 accounts

Employees

Above cohort median in NJ

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: Jul 1, 2001
Principal office: 120 EAGLE ROCK AVENUE, SUITE 230, EAST HANOVER, NJ, 07936
Phone: 973-740-2400
Website: http://www.access-wealth.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $539.1M
Discretionary AUM: $539.1M
Non-discretionary AUM: $0
Discretionary accounts: 1,009
Non-discretionary accounts: 0
Total accounts: 1,009
AUM per client: $1.4M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$5.4M
Charitable organizations	Fewer than 5	$347K
High net worth individuals	121	$436.6M
Pension and profit sharing plans	7	$7.4M
Individuals (other than high net worth individuals)	242	$89.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Selection of other advisers
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.