ACCESS Wealth Management is a family office - multi based in Louisville, United States, founded in 2004. Verified contact details, AUM data, and investment preferences on FindLPs.
ACCESS Wealth Management is dedicated to supporting your complete financial life. We develop innovative strategies and solutions to help you achieve your life goals and secure your future. As private wealth managers, our concern stretches across generations. Financial decisions today affect family and community tomorrow. A customized plan, aligned with your values and vision, is the first thing we design together. It provides a flexible framework for assembling your portfolio, growing your assets and creating lifelong income. Our highly individualized approach to client service works to keep your plans on track. Effective strategies come from understanding who you are and what you need. Whatever you require, were going to find a way to assist. Remaining fully responsive is at the heart of every ACCESS Wealth Management relationship. Complete independence frees us from the narrow niche of products available at corporate institutions. We provide an open architecture platform and offer unbiased recommendations about what will serve you best. As your needs evolve and market conditions change, were right there with you, making necessary adjustments in collaboration with your legal, tax and insurance advisors.
Investment types: Joint Venture/Partner, Philanthropy, Private Equity, Venture Capital
Sectors & themes: Charitable Investments, Investment Management, Legal & Tax Services, Trust Management, Wealth & Estate Planning, Finance, Financial Services, High-Level Sectors, Non-Profit
Preferred geographies: United States
Location: 4360 Brownsboro Road Suite 101\nLouisville\nKentucky\n40207\nUnited States
FindLPs holds verified direct email addresses and phone numbers for decision-makers at ACCESS Wealth Management. Contact details are masked on the free plan — start a plan to unlock full access and CSV export.
Unlock Contact DetailsSearch 25,850 limited partners with verified contact details.
LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.