ACCESS WEALTH PLANNING, LLC

SEC file number 801-60406 · EAST HANOVER, NJ

https://accessplanning.ca ↗ (name-match guess, not verified)

This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.

Regulatory AUM

$404M

Discretionary AUM

$404M

Employees

Clients

Firm

Address: 120 EAGLE ROCK AVENUE
EAST HANOVER, NJ 07936
Phone: —
Website: https://accessplanning.ca
(name-match guess, not verified)
Disciplinary: Unknown — verify on SEC IAPD

Sources

Search SEC IAPD to verify this firm ↗
Last refreshed May 1, 2026

Possible Form D name matches (not verified)

11 Tribes Ventures Access Fund II, LP Low name-match confidence · CIK 1964716 · IL
1315 Capital Fund IV Family Access Fund, L.P. Low name-match confidence · CIK 2120421 · PA
137 Holdings Access Fund II, LLC Low name-match confidence · CIK 2137295 · CA
2026 Fund, a series of Capital Factory All Access, LP Low name-match confidence · CIK 2089269 · OR
3A Partners SBIC Access Fund Series Interests of the SALI Multi-Series Fund, L.P. Low name-match confidence · CIK 2081103 · TX
3iQ Investment Partners Series LLC-3iQ Digital Access Portfolio (DAP) Series Low name-match confidence · CIK 2034084 · NY
8VC Fund V Access Fund LP Low name-match confidence · CIK 1966314 · PA
8VC RSS Access LLC Low name-match confidence · CIK 2076013 · NY
8VC VI Allocate Access Fund, L.P. Low name-match confidence · CIK 2055285 · CA
a16z Access Fund, L.P. Low name-match confidence · CIK 2097738 · CA
AA 26N Private Equity Partners Access Fund LLC Low name-match confidence · CIK 2061095 · NY
AA Millennium USA Access Fund LLC Low name-match confidence · CIK 2040112 · NY

AA Millennium USA Access Fund LLC · D/A · Oct 6, 2026
3A Partners SBIC Access Fund Series Interests of the SALI Multi-Series Fund, L.P. · D/A · Sep 1, 2026
137 Holdings Access Fund II, LLC · D · Jun 8, 2026
8VC Fund V Access Fund LP · D/A · May 4, 2026
1315 Capital Fund IV Family Access Fund, L.P. · D · Mar 24, 2026
2026 Fund, a series of Capital Factory All Access, LP · D · Feb 12, 2026

$2.5M
a16z Access Fund, L.P. · D · Jan 2, 2026
AA Millennium USA Access Fund LLC · D/A · Oct 6, 2025
3A Partners SBIC Access Fund Series Interests of the SALI Multi-Series Fund, L.P. · D · Aug 26, 2025
8VC RSS Access LLC · D · Jul 16, 2025
3iQ Investment Partners Series LLC-3iQ Digital Access Portfolio (DAP) Series · D/A · Apr 23, 2025
11 Tribes Ventures Access Fund II, LP · D/A · Apr 22, 2025

$12M
AA 26N Private Equity Partners Access Fund LLC · D · Mar 18, 2025
8VC VI Allocate Access Fund, L.P. · D · Feb 13, 2025