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FINACCESS GLOBAL WEALTH & ASSET MANAGEMENT, LLC

SEC RegisteredAdvisory

MIAMI, FL

Data as of Aug 21, 2026 · Source: SEC Form ADV

Rank in FL
#117
of 2,617 advisers by AUM
AUM change, 1 year
-2.2%
28th percentile in FL
AUM CAGR, 3 year
-4.1%
compound annual growth
Average account
$26M
across 160 accounts
AUM per adviser
$316M
13 advisers
Filing history
27
filings since 2010

Source: SEC Form ADV. Figures as filed Aug 31, 2026.

Total AUM
$4.1B
1-Year AUM Growth
-2.2%
3-Year CAGR
-4.1%
Employees
7
Assets Under Management
Total AUM$4.1B
Discretionary AUM$593M
Non-Discretionary AUM$3.5B
Discretionary %14.4%
Total Clients103
Team
Total Employees7
Investment Advisers13
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record27
First FilingJan 12, 2010
Latest FilingAug 21, 2026
Full AUM trend chart and 27 historical filings spanning 16+ years
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Registration
SEC RegisteredYes
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

ARCHPOINT INVESTORS LLC
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$4.1B
+7.7% 1Y
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SOUND INCOME STRATEGIES, LLC
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ADVUS FINANCIAL PARTNERS, LLC
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$4.0B
0.0% 1Y
TRILOGY GLOBAL ADVISORS, LP
WINTER PARK, FL
$4.3B
-45.2% 1Y
WILMINGTON TRUST FSB
NORTH PALM BEACH, FL
$3.9B
+45.3% 1Y
Browse all 2,617 advisers in Florida →
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Counts advisers in Florida reporting AUM on their latest Form ADV.

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