ACCESS WEALTH PLANNING, LLC
C36
CRD 112973·SEC 801-60406·EAST HANOVER, NJ
AUM
$539.1M
$500M-$1B
Est. Revenue
$5.4M
@ 1% on AUM
Est. EBITDA
$1.6M
@ 30% margin
Est. Deal Value
$12.9M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $296.9M
'21 · $315.0M
'22 · $361.8M
'23 · $407.9M
'25 · $490.4M
'26 · $539.1M
'20'26
$296.9M → $539.1M▲ +82%
Client mix
| Individuals Other | 242 |
| Individuals High Net Worth | 121 |
| Pension Profit Sharing Plans | 7 |
| Corporations | 2 |
| Charitable Organizations | 1 |
Operations
Advisory staff (5-yr trend)
'20 · 7 advisors
'21 · 7 advisors
'22 · 7 advisors
'23 · 7 advisors
'25 · 6 advisors
'26 · 6 advisors
'20'26
7 advisors → 6 advisors▼ -14%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisersOther Advisory Services
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (14)
Everything else we've pulled for this record, not yet curated into a section.
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited