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Member · Access Wealth Management, LLC

Nicholas S. Lachey

CRD 8210378 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Access Wealth Management, LLC, an SEC-registered wealth manager based in Louisville, KY with $358 million in regulatory assets, lists Nicholas S. Lachey on its Form ADV as Member. The SEC filings also name Nicholas at 1 other registered adviser.

Firms and roles

AtlasMembers

Nicholas’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Nicholas’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.