Access Wealth Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Access Wealth Group provides investment management and financial planning primarily to individual and high-net-worth clients, using percentage-of-AUM billing and discretionary portfolio management. Founded in 2023, the two-advisor firm reports roughly $19.6 million in assets under management across about 219 client relationships.
The firm emphasizes a model-driven investment approach, offering 12 age-based “Access Life Cycle” portfolios (Early Birds through Golden Age) and tactical asset-allocation adjustments guided by proprietary models, fundamental/technical/cyclical analysis, and a weekly “Fabian” trend line. In addition to the life-cycle suite, Access Wealth Group offers optional model-guided strategies — including S&P Sector Rotation, U.S. All‑Cap, World, and Emerging Wealth portfolios — and may recommend tactical hedging and limited “best idea” allocations.
What distinguishes the firm from many peers is its role in sponsoring proprietary portfolio programs and offering model-driven strategies targeted at institutional and hedge-fund investors as well as select individuals, despite its small advisor count and modest AUM. The brochure also describes a broad financial-planning and client-education emphasis — delivering written plans, model explanations, and participating in client meetings with attorneys or other advisors — features that extend beyond standard discretionary portfolio services.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$0 - $100,000: 1.50% $100,001 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.75% $2,500,001 - $5,000,000: 0.60% $5,000,001+: 0.45%
$150.00 to $400.00 per hour for financial planning
Fee-only: Financial Planning fees from $150.00 to $400.00 per hour
Main office
25 North St.
Dublin OH 43017
Advisors at this office
2
Most active in
Ohio · Texas
Disclosures
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Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Ryan R
Series 65
Dublin, OH
Access Wealth Group, LLC
Ryan Retcher is a financial advisor at Access Wealth Group, LLC with one year of industry experience. He holds a Series 65 designation and has been a managing partner at Loud Capital LLC, a non-investment related venture capital firm, since 2022. Prior to that, he served as Chief Operating Officer at Loud Capital starting in 2017. Access Wealth Group serves individual and high-net-worth clients with discretionary investment management and comprehensive financial planning, offering age-based Life Cycle Portfolios and planning across retirement, estate, tax, business, and cash-flow needs. The firm employs a blend of fundamental, technical, cyclical, and charting analysis and manages proprietary model-guided strategies, including tactical risk management and frontier investment allocations.
Shengde L
CFA®, Series 63, Series 65
Dublin, OH
Access Wealth Group, LLC
Shengde Liu, CFA®, is a financial advisor at Access Wealth Group, LLC with 15 years of industry experience. He also has a tenure at Hamilton Capital Management Inc. dating back to 2016. Liu is the founder of Aurimax Holdings, LLC, which conducts investment-related research supporting Access Wealth Group’s investment models. Access Wealth Group serves individual and high-net-worth clients with discretionary investment management and comprehensive financial planning, utilizing proprietary model-guided strategies and a blend of fundamental, technical, cyclical, and charting analysis. The firm offers institutional-style portfolios alongside traditional retail management, including tactical sector rotation and frontier investment allocations.
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