Achieve Retirement & Wealth Management, LLC
Achieve Retirement & Wealth Management, LLC is an SEC-registered wealth manager in Ridgefield, CT with $64.4M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Achieve Retirement & Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 336486, SEC 801-134085, data through 2025-10-17.
- AUM (assets under management / regulatory AUM)
- $64.4M (2025-10-17)
- Firm type
- Wealth Manager
- Location
- Ridgefield, CT
- Employees
- 1
- Clients
- 43
- CRD
- 336486
- Ownership
- ADAMS, MELISSA, WALLING
How much AUM does Achieve Retirement & Wealth Management, LLC have?
Achieve Retirement & Wealth Management, LLC reported $64.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2025-10-17).
Who owns Achieve Retirement & Wealth Management, LLC?
Disclosed owners and executives of Achieve Retirement & Wealth Management, LLC include ADAMS, MELISSA, WALLING. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.