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4360 Brownsboro Road Ste .101, Louisville, KY 40207 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-03-12 |
Branch Locations
4360 Brownsboro Road Ste .101, Louisville, KY 40207 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 11/2015 | 10/2018 |
| Access Wealth Management, Inc. | Louisville | KY | 01/2005 | Present |
| Private Client Services | Louisville | KY | 10/2018 | Present |
| Access Wealth Management, Llc | Louisville | KY | 02/2026 | Present |
1) ACCESS FAMILY OFFICE SERVICES. 4360 BROWNSBORO RD, STE 101, LOUISVILLE, KY 40207. FAMILY OFFICE SERVICES TO RIA CLIENTS. BOOK KEEPING, BILL PMT, TAX SERVICES. 160 HOURS/MO; 160 DURING TRADING HOURS. 2) ACCESS WEALTH MGMT/ACCESS REAL ESTATE MGMT. 4360 BROWNSBORO RD, STE 101, LOUISVILLE, KY 40207. MGMT AND/OR OWNERSHIP OF REAL ESTATE HOLDING COMPANIES. MANAGER/PROVIDES REAL ESTATE MANAGMENT SERVICES. < 5 HOURS/MO; < 5 DURING TRADING HOURS. 3) ACCESS WEALTH MANAGEMENT. 4360 BROWNSBORO RD, STE 101, LOUISVILLE, KY 40207. RIA. ADVISOR, PRESIDENT. 160 HOURS/MO; 160 DURING TRADING HOURS. 4) JDRF BOARD. 153 THIERMAN LANE, LOUISVILLE, KY 40207. JUVENILE DIABETES RESEARCH FOUNDATION. BOARD MEMBER. 2 HOURS/MO; 2 DURING TRADING HOURS. 5) NICK LACHEY FOUNDATION. 4360 BROWNSBORO RD, #101, LOUISVILLE, KY 40207. CHARITABLE FOUNDATION. BOARD SECRETARY. 2 HOURS/MO; 2 DURING TRADING HOURS. 6) WENDY NOVAK PEDIATRIC DIABETES CARE CENTER. 4350 BROWNSBORO RD, STE 110, LOUISVILLE, KY 40207. CHILDRENS CHARITY. ADVISORY BOARD MEMBER. 2 HOURS/MO; 2 DURING TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-02-13 |
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