ACCESS Wealth Management

Overview

ACCESS Wealth Management, LLC is based in Louisville, Kentucky. The firm provides financial planning, portfolio management, and related advisory services.¹³ Its services are primarily offered to high net worth individuals through Portfolio Management and Private Wealth Management programs.³

The firm describes itself as a goal based investment adviser with more than 100 years of combined experience. Its stated core values are independence, integrity, transparency, and objectivity.²

History

The firm was formed in 2004 as Access Wealth Management, Inc., a Kentucky corporation. It converted to a Kentucky limited liability company in 2025.³

ACCESS Capital Holdings, Inc. is the sole owner of ACCESS Wealth Management, LLC. Anthony “Tony” L. Christensen is the sole owner of ACCESS Capital Holdings, Inc. and the manager of ACCESS Wealth Management, LLC.³

The firm’s SEC registration status was listed as approved effective February 27, 2026.⁴

Timeline

1. 2004The firm was formed in 2004 as Access Wealth Management, Inc., a Kentucky corporation.
2. 2025It converted to a Kentucky limited liability company in 2025.
3. 2026The firm’s SEC registration status was listed as approved effective February 27, 2026.

Leadership

Anthony Christensen is founder and Managing Partner. The firm states that he has more than 25 years of financial experience. He holds the CPWA® designation, a Bachelor of Science in Business from Miami University, an NFL Players Association Registered Financial Advisor designation, and a life insurance license.⁵ The firm also reports that he held Wells Fargo Advisors Financial Network’s Premier Advisor recognition each year from 2005 through 2015.⁵

Brad Hellman is Vice President. The firm states that he has more than 29 years of financial experience and holds CFP® and CIMA® credentials.⁵

Caitlin Rose is Vice President, Family Office. The firm states that she has been with ACCESS Wealth Management for more than 16 years. She provides household accounting solutions for ACCESS Family Office Services clients and participates in financial and compliance management.⁵

Services

The Portfolio Management Program includes initial and ongoing asset allocation, portfolio management, advice when requested, telephone and email access, and quarterly investment performance statements.³

The Private Wealth Management Program adds financial planning, insurance and variable annuity consulting, private banking assistance, quarterly in person meetings, regular phone meetings, and quarterly market commentary.³

The firm also offers non discretionary consulting for private fund investments and individual 401(k) accounts. Its services include retirement plan consulting, fiduciary consulting, investment selection, non discretionary investment advice, and investment monitoring.³

ACCESS Wealth Management usually recommends separate account managers and evaluates their objectives, styles, performance, risk, reputation, financial strength, reporting, pricing, and research.³ The firm may recommend a Hedged Equity Strategy that uses covered call options as a tax efficient hedge for equity exposure.³

The investment universe described in the brochure includes mutual funds, exchange traded funds, common stock, individual bonds, options, alternative investments, and third party managers.³ The firm’s website also lists fixed income, private equity and debt, managed futures, hedge funds, structured products, separately managed accounts, institutional opportunities, real estate, 529 plans, retirement plans, lending and liability management, cash management, commodities, corporate stock and options, trust services, and absolute return strategies.⁶

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Trust and fiduciary
• Risk and insurance
• Private and alternative investments
• Retirement planning

Client focus

The brochure lists individuals, high net worth individuals, pension and profit sharing plans, corporations, and charitable organizations as client types.³ The firm’s website identifies expertise serving high net worth individuals, business owners and executives, professional athletes and coaches, and entertainment professionals.⁷

The firm says it combines access to institutional managers with independent monitoring and may spread client assets among several institutional managers.²

Investment philosophy and approach

The firm says its approach is based on independence, integrity, transparency, and objectivity.² It also says that it operates as an independent Registered Investment Adviser and fiduciary.² Its stated approach includes goal based investing, independent monitoring, and the use of multiple institutional managers when appropriate.²

Assets and minimums

The SEC Form ADV directory reported five employees and regulatory assets under management of $357,683,282 as of April 20, 2026.¹ The directory listed 41 non high net worth individuals with $12,090,669, 116 high net worth individuals with $318,890,506, and 17 other clients with $20,714,778.¹

The brochure reported $304,102,880 in discretionary assets and $53,580,402 in non discretionary assets as of December 31, 2025.³ The brochure identifies $1,000,000 as the usual portfolio starting point and notes that exceptions or negotiated arrangements can apply.³

By the numbers

FAQs

Related resources

• LocationMultifamily offices in Louisville

  The Louisville multifamily offices page offers a regional starting point for comparing firms that work with affluent families and business owners. It helps readers place ACCESS Wealth Management's investment management, financial planning, tax planning, and fiduciary services alongside other advisory options in the Louisville area.

• Network siteEstatePlanner.com

  EstatePlanner.com provides plain language guides on wills, trusts, and related estate decisions. A family considering ACCESS Wealth Management can use these materials to prepare questions about trust and fiduciary work, tax planning, wealth transfer, and how personal or business assets may fit into an estate plan.

• Network siteFamilyOfficeDatabases.com

  FamilyOfficeDatabases.com lists family offices and investors by market and focus. Business owners and wealthy families can use it to research how private offices are organized, identify possible referral or coordination points, and consider where ACCESS's alternative investments, retirement planning, and risk services fit within a broader advisory team.

• GuideHow multifamily offices invest

  The MultifamilyOffices.com guide to how multifamily offices invest explains common approaches to portfolios, private assets, and long term allocation. Readers can use it to frame conversations with ACCESS Wealth Management about investment management, private and alternative investments, retirement goals, and risk planning for family or business wealth.

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  Profiles for ARGI Multi-Family Office and Atlas Brown provide examples of how wealth advisory firms describe their services and client focus. Comparing those pages with ACCESS Wealth Management's profile can help a prospective family or business owner prepare questions about planning, fiduciary responsibilities, insurance, taxes, and investment oversight.

Sources

1. SEC Form ADV , as of April 20, 2026.
2. ACCESS Wealth Management, Who We Are , accessed October 23, 2026.
3. Form ADV Part 2A brochure , dated January 18, 2026.
4. SEC IAPD firm summary , accessed October 23, 2026.
5. ACCESS Wealth Management, Meet Our Team , accessed October 23, 2026.
6. ACCESS Wealth Management, Services , accessed October 23, 2026.
7. ACCESS Wealth Management homepage , accessed October 23, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.